ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

233 hedge funds and large institutions have $1.15B invested in iShares Morningstar Growth ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 16 closing their positions.

Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
38
Increased
69
Reduced
73
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$188M
2
SWM
2
Sanctuary Wealth Management
Idaho
$8.46M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.58M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
CT
2
Clearstead Trust
Maine
$34.5M
3
LPL Financial
3
LPL Financial
California
$71.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.61M
5
FWP
5
FAS Wealth Partners
Kansas
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$3.14M -$127K -1,874 -4%
MWP
52
Madison Wealth Partners
Wisconsin
$3.01M +$23.4K +345 +0.8%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$3.01M +$228K +3,357 +8%
GM
54
GeoWealth Management
Illinois
$2.97M +$2.97M +43,788 New
SFC
55
Strategic Financial Concepts
Texas
$2.93M -$851K -12,541 -22%
Citadel Advisors
56
Citadel Advisors
Florida
$2.8M +$1.27M +18,706 +83%
FFN
57
Focus Financial Network
Minnesota
$2.7M +$89K +1,313 +3%
MCC
58
Money Concepts Capital
Florida
$2.67M -$138K -2,042 -5%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$2.51M -$329K -4,845 -12%
BAMG
60
Brand Asset Management Group
Missouri
$2.48M -$73K -1,076 -3%
RA
61
RFG Advisory
Alabama
$2.47M +$845K +12,462 +52%
TFCP
62
Twin Focus Capital Partners
Massachusetts
$2.44M – – –
AWA
63
Arkadios Wealth Advisors
Georgia
$2.38M -$1.9M -28,004 -44%
GG
64
GenWealth Group
New Jersey
$2.37M -$355K -5,232 -13%
Citigroup
65
Citigroup
New York
$2.31M -$19.7K -290 -0.8%
DC
66
Davenport & Co
Virginia
$2.26M +$29.7K +438 +1%
Truist Financial
67
Truist Financial
North Carolina
$2.24M -$63.3K -933 -3%
AHC
68
Adell Harriman & Carpenter
Texas
$2.19M -$33.9K -500 -2%
WA
69
Win Advisors
Florida
$2.11M +$2.11M +31,137 New
CA
70
CoreCap Advisors
Michigan
$2.07M +$2.07M +30,491 New
W
71
Wealthquest
Ohio
$1.95M -$86.5K -1,275 -4%
RWP
72
RWA Wealth Partners
Massachusetts
$1.89M – – –
NSIM
73
North Star Investment Management
Illinois
$1.89M -$133K -1,955 -7%
Two Sigma Investments
74
Two Sigma Investments
New York
$1.85M +$434K +6,400 +31%
PAG
75
Private Advisor Group
New Jersey
$1.8M -$11.4K -168 -0.6%
1 2
3
4 5