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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.22B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
29
Increased
74
Reduced
88
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
1
Thrive Capital Management (Pennsylvania)
Pennsylvania
$47M
2
LPL Financial
2
LPL Financial
California
$95.3M
3
WIA
3
World Investment Advisors
California
$7.99M
4
Goldman Sachs
4
Goldman Sachs
New York
$8.45M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$105M
2
EH
2
Equitable Holdings
New York
$213M
3
GM
3
GeoWealth Management
Illinois
$381K
4
UBS Group
4
UBS Group
Switzerland
$24M
5
WA
5
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$3.9M -$2.26K -30 -0.1%
RPGK
52
Retirement Planning Group (Kansas)
Kansas
$3.82M – – –
D
53
Dentgroup
Louisiana
$3.67M -$348K -4,606 -9%
MFG
54
Merit Financial Group
Georgia
$3.66M +$4.01K +54 +0.1%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$3.46M -$33.8K -448 -1%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$3.39M +$41K +543 +1%
MWP
57
Madison Wealth Partners
Wisconsin
$3.37M +$16.4K +217 +0.5%
Citadel Advisors
58
Citadel Advisors
Florida
$3.18M +$65.6K +869 +2%
RA
59
RFG Advisory
Alabama
$2.96M +$205K +2,720 +7%
FFN
60
Focus Financial Network
Minnesota
$2.81M -$62.1K -859 -2%
MCC
61
Money Concepts Capital
Florida
$2.78M -$189K -2,502 -6%
BAMG
62
Brand Asset Management Group
Missouri
$2.75M – – –
TFCP
63
Twin Focus Capital Partners
Massachusetts
$2.71M – – –
GG
64
GenWealth Group
New Jersey
$2.61M -$22.9K -304 -0.9%
AWA
65
Arkadios Wealth Advisors
Georgia
$2.57M -$85.2K -1,129 -3%
Truist Financial
66
Truist Financial
North Carolina
$2.48M -$15.5K -205 -0.6%
DC
67
Davenport & Co
Virginia
$2.47M -$52.5K -695 -2%
Citigroup
68
Citigroup
New York
$2.45M -$125K -1,648 -5%
AHC
69
Adell Harriman & Carpenter
Texas
$2.36M -$75.5K -1,000 -3%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$2.24M +$260K +3,451 +13%
NSIM
71
North Star Investment Management
Illinois
$2.11M +$10.2K +135 +0.5%
PAG
72
Private Advisor Group
New Jersey
$2.09M +$79.3K +1,051 +4%
RWP
73
RWA Wealth Partners
Massachusetts
$1.98M -$126K -1,669 -6%
CA
74
Cetera Advisors
Colorado
$1.92M +$300K +3,970 +18%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.91M -$41.1K -545 -2%
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3
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