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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

197 hedge funds and large institutions have $757M invested in iShares Morningstar Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+14
Holders Change %
+7.65%
% of All Funds
3.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
27
Increased
55
Reduced
67
Closed
8
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$16K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$14M
2
Bank of America
2
Bank of America
North Carolina
$39.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.4M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$2.72M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.2M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.7M
2
Jane Street
2
Jane Street
New York
$2.07M
3
W
3
Wealthquest
Ohio
$0
4
LPL Financial
4
LPL Financial
California
$57.4M
5
CT
5
Clearstead Trust
Maine
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.81M -$21.9K -449 -1%
Citadel Advisors
52
Citadel Advisors
Florida
$1.76M +$1.76M +36,165 New
FFN
53
Focus Financial Network
Minnesota
$1.76M +$220K +4,526 +14%
MWP
54
Madison Wealth Partners
Wisconsin
$1.74M +$1.47M +30,258 +549%
DC
55
Davenport & Co
Virginia
$1.68M -$24.1K -495 -1%
WPIC
56
White Pine Investment Company
Michigan
$1.67M +$523K +10,744 +45%
AHC
57
Adell Harriman & Carpenter
Texas
$1.67M -$77.9K -1,600 -4%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.64M +$78.3K +1,609 +5%
Goldman Sachs
59
Goldman Sachs
New York
$1.6M -$1.3M -26,680 -45%
NFG
60
Nations Financial Group
Iowa
$1.58M +$180K +3,696 +13%
NSIM
61
North Star Investment Management
Illinois
$1.56M -$18K -369 -1%
RWP
62
RWA Wealth Partners
Massachusetts
$1.4M – – –
HighTower Advisors
63
HighTower Advisors
Illinois
$1.37M +$534K +10,960 +64%
KA
64
Kovack Advisors
Florida
$1.37M -$151K -3,106 -10%
BRWA
65
B. Riley Wealth Advisors
Florida
$1.31M -$6.91K -142 -0.5%
TW
66
Towerpoint Wealth
California
$1.25M -$123K -2,520 -9%
SRWM
67
Shira Ridge Wealth Management
California
$1.2M +$1.2M +24,581 New
DWMG
68
DB Wealth Management Group
California
$1.18M -$2.87K -59 -0.2%
PFG
69
Pinnacle Financial Group
Illinois
$1.17M -$50.1K -1,030 -4%
SFP
70
Sweet Financial Partners
Minnesota
$1.17M +$2.58K +53 +0.2%
AWS
71
Atria Wealth Solutions
New York
$1.15M -$196K -4,028 -15%
HGWM
72
Horst & Graben Wealth Management
Oregon
$1.13M +$28.5K +586 +3%
FSC
73
Full Sail Capital
Oklahoma
$1.02M – – –
CA
74
Cetera Advisors
Colorado
$965K -$17.2K -354 -2%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$939K -$2.43K -50 -0.3%
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3
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