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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

214 hedge funds and large institutions have $936M invested in iShares Morningstar Growth ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 70 reducing their positions, and 23 closing their positions.

Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
21
Increased
49
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$36.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.61M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.99M

Top Sellers

1
CT
1
Clearstead Trust
Maine
$36.6M
2
AWM
2
AE Wealth Management
Kansas
$225K
3
Ameriprise
3
Ameriprise
Minnesota
$22.1M
4
EH
4
Equitable Holdings
New York
$190M
5
SWM
5
Sanctuary Wealth Management
Idaho
$1.01K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$2.49M -$399K -6,685 -14%
MCC
52
Money Concepts Capital
Florida
$2.47M +$2.47M +41,367 New
Bank of New York Mellon
53
Bank of New York Mellon
New York
$2.44M -$151K -2,536 -6%
NFG
54
Nations Financial Group
Iowa
$2.44M +$69.6K +1,167 +3%
GG
55
GenWealth Group
New Jersey
$2.4M -$35K -586 -1%
FFN
56
Focus Financial Network
Minnesota
$2.3M +$26.2K +439 +1%
SPIA
57
Steward Partners Investment Advisory
New York
$2.26M +$1.68M +28,113 +287%
BAMG
58
Brand Asset Management Group
Missouri
$2.24M -$9.66K -162 -0.4%
TFCP
59
Twin Focus Capital Partners
Massachusetts
$2.14M – – –
Citigroup
60
Citigroup
New York
$2.05M -$63.5K -1,064 -3%
Truist Financial
61
Truist Financial
North Carolina
$2.02M +$33.3K +559 +2%
DC
62
Davenport & Co
Virginia
$1.97M +$21.8K +365 +1%
AHC
63
Adell Harriman & Carpenter
Texas
$1.95M – – –
W
64
Wealthquest
Ohio
$1.79M -$24.4K -409 -1%
NSIM
65
North Star Investment Management
Illinois
$1.78M – – –
RWP
66
RWA Wealth Partners
Massachusetts
$1.66M – – –
HighTower Advisors
67
HighTower Advisors
Illinois
$1.6M -$54.8K -917 -3%
PAG
68
Private Advisor Group
New Jersey
$1.6M -$17.4K -292 -1%
AWS
69
Atria Wealth Solutions
New York
$1.6M -$869K -14,557 -35%
WCAMG
70
Woodard & Company Asset Management Group
North Carolina
$1.46M +$1.46M +24,452 +35,438%
PFG
71
Pinnacle Financial Group
Illinois
$1.44M – – –
SFP
72
Sweet Financial Partners
Minnesota
$1.43M -$3.76K -63 -0.3%
RA
73
RFG Advisory
Alabama
$1.43M +$1.43M +24,014 New
BRWA
74
B. Riley Wealth Advisors
Florida
$1.4M -$313K -5,235 -18%
RA
75
Rodgers & Associates
Pennsylvania
$1.4M -$74K -1,240 -5%
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