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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

204 hedge funds and large institutions have $841M invested in iShares Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
56
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$4.25M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.88M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.1M
4
SFS
4
Sowell Financial Services
Arkansas
$1.94M
5
AAS
5
Avantax Advisory Services
Texas
$19.7M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.89M
2
LPL Financial
2
LPL Financial
California
$60.5M
3
Ameriprise
3
Ameriprise
Minnesota
$18.8M
4
Bank of America
4
Bank of America
North Carolina
$42.5M
5
Wells Fargo
5
Wells Fargo
California
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMG
51
Brand Asset Management Group
Missouri
$2.11M -$388 -7 -0%
AWS
52
Atria Wealth Solutions
New York
$2.11M +$801K +14,471 +61%
MWP
53
Madison Wealth Partners
Wisconsin
$2.1M +$124K +2,236 +6%
Truist Financial
54
Truist Financial
North Carolina
$2.09M -$1.42M -25,693 -40%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$2.08M -$246K -4,447 -11%
NFG
56
Nations Financial Group
Iowa
$2.08M +$277K +4,999 +15%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.05M +$181K +3,272 +10%
FFN
58
Focus Financial Network
Minnesota
$2M +$1.11K +20 +0.1%
SFS
59
Sowell Financial Services
Arkansas
$1.94M +$1.94M +34,956 New
AHC
60
Adell Harriman & Carpenter
Texas
$1.9M +$6.7K +121 +0.4%
DC
61
Davenport & Co
Virginia
$1.84M -$76.6K -1,384 -4%
NSIM
62
North Star Investment Management
Illinois
$1.58M -$191K -3,446 -11%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.57M +$10.5K +190 +0.7%
RWP
64
RWA Wealth Partners
Massachusetts
$1.54M – – –
PAG
65
Private Advisor Group
New Jersey
$1.53M -$74.4K -1,344 -5%
BRWA
66
B. Riley Wealth Advisors
Florida
$1.52M +$35.6K +643 +2%
RA
67
Rodgers & Associates
Pennsylvania
$1.41M -$1.51M -27,332 -52%
KA
68
Kovack Advisors
Florida
$1.4M -$151K -2,729 -10%
TW
69
Towerpoint Wealth
California
$1.38M -$43.7K -790 -3%
IA
70
IFP Advisors
Florida
$1.35M +$752K +4,332 +125%
DWMG
71
DB Wealth Management Group
California
$1.34M +$55 +1 +0%
SRWM
72
Shira Ridge Wealth Management
California
$1.34M -$19.4K -350 -1%
SFP
73
Sweet Financial Partners
Minnesota
$1.33M +$2.88K +52 +0.2%
PFG
74
Pinnacle Financial Group
Illinois
$1.33M – – –
CIA
75
Cape Investment Advisory
Georgia
$1.33M +$1.33M +24,015 New
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