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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

252 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 30 closing their positions.

Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
36
Increased
71
Reduced
76
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$40.6M
2
EH
2
Equitable Holdings
New York
$249M
3
Bank of America
3
Bank of America
North Carolina
$55.7M
4
PAG
4
Private Advisor Group
New Jersey
$11.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24M

Top Sellers

1
TCMP
1
Thrive Capital Management (Pennsylvania)
Pennsylvania
$0
2
SWM
2
Sanctuary Wealth Management
Idaho
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$996K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.42M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
D
51
Dentgroup
Louisiana
$3.55M -$408K -5,017 -10%
RA
52
RFG Advisory
Alabama
$3.36M +$165K +2,027 +5%
FFN
53
Focus Financial Network
Minnesota
$3.19M +$6.63K +81 +0.2%
RPGK
54
Retirement Planning Group (Kansas)
Kansas
$3.05M -$1.08M -13,207 -26%
MCC
55
Money Concepts Capital
Florida
$3M +$3.99K +49 +0.1%
BAMG
56
Brand Asset Management Group
Missouri
$2.96M -$15.1K -186 -0.5%
TFCP
57
Twin Focus Capital Partners
Massachusetts
$2.93M – – –
SA
58
Sanctuary Advisors
Indiana
$2.92M +$2.92M +39,778 New
PFS
59
Prospera Financial Services
Texas
$2.85M +$2.85M +34,995 New
GG
60
GenWealth Group
New Jersey
$2.78M -$42.2K -518 -1%
SFC
61
Strategic Financial Concepts
Texas
$2.77M +$2.59M +798,883 +1,453%
Citigroup
62
Citigroup
New York
$2.72M +$90K +1,106 +3%
DC
63
Davenport & Co
Virginia
$2.65M -$6.11K -75 -0.2%
Truist Financial
64
Truist Financial
North Carolina
$2.61M -$64.2K -789 -2%
AWA
65
Arkadios Wealth Advisors
Georgia
$2.56M -$208K -2,552 -8%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$2.56M -$1.1M -13,460 -30%
GIA
67
Gladstone Institutional Advisory
Florida
$2.53M +$1.15M +14,181 +84%
AHC
68
Adell Harriman & Carpenter
Texas
$2.5M -$40.7K -500 -2%
AWS
69
Atria Wealth Solutions
New York
$2.5M -$1.71M -20,992 -41%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$2.36M -$47.1K -579 -2%
NSIM
71
North Star Investment Management
Illinois
$2.28M – – –
ATS
72
Ashton Thomas Securities
New York
$2.2M +$2.2M +26,077 New
GS
73
GTS Securities
New York
$2.17M +$2.17M +26,679 New
RWP
74
RWA Wealth Partners
Massachusetts
$2.13M – – –
HighTower Advisors
75
HighTower Advisors
Illinois
$2.06M +$651 +8 +0%
1 2
3
4 5