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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.29B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 94 reducing their positions, and 18 closing their positions.

Holders
250
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
57
Reduced
94
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$7.28M
2
ACA
2
Aptus Capital Advisors
Alabama
$7.15M
3
MCC
3
Money Concepts Capital
Florida
$6.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.6M
5
SC
5
Savant Capital
Illinois
$3.36M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$845K
2
AI
2
AdvisorShares Investments
Maryland
$0
3
WIA
3
World Investment Advisors
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$2.61M
5
LPL Financial
5
LPL Financial
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
51
Two Sigma Investments
New York
$3.6M +$2.29M +27,200 +174%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$3.5M -$266K -3,167 -7%
FFN
53
Focus Financial Network
Minnesota
$3.47M +$195K +2,321 +6%
SC
54
Savant Capital
Illinois
$3.36M +$2.06M +24,474 +157%
RA
55
RFG Advisory
Alabama
$3.34M -$126K -1,500 -4%
RPGK
56
Retirement Planning Group (Kansas)
Kansas
$3.14M – – –
Citigroup
57
Citigroup
New York
$3.09M +$279K +3,325 +10%
TFCP
58
Twin Focus Capital Partners
Massachusetts
$3.02M – – –
BAMG
59
Brand Asset Management Group
Missouri
$3.02M -$33.8K -402 -1%
IRC
60
Investors Research Corp
Georgia
$2.91M +$874K +10,398 +43%
GG
61
GenWealth Group
New Jersey
$2.79M -$78.9K -939 -3%
DC
62
Davenport & Co
Virginia
$2.7M -$42.5K -506 -2%
Truist Financial
63
Truist Financial
North Carolina
$2.69M -$3.03K -36 -0.1%
PAG
64
Private Advisor Group
New Jersey
$2.61M -$8.89M -105,784 -77%
AWA
65
Arkadios Wealth Advisors
Georgia
$2.6M -$47.6K -566 -2%
AHC
66
Adell Harriman & Carpenter
Texas
$2.59M – – –
AWS
67
Atria Wealth Solutions
New York
$2.58M +$2.19K +26 +0.1%
JSA
68
Jim Saulnier & Associates
Colorado
$2.57M +$2.57M +30,569 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$2.54M +$102K +1,209 +4%
NSIM
70
North Star Investment Management
Illinois
$2.35M +$4.71K +56 +0.2%
RWP
71
RWA Wealth Partners
Massachusetts
$2.2M – – –
ATS
72
Ashton Thomas Securities
New York
$2.19M +$84 +1 +0%
SFP
73
Sweet Financial Partners
Minnesota
$2.02M – – –
PFG
74
Pinnacle Financial Group
Illinois
$1.94M +$336 +4 +0%
SRWM
75
Shira Ridge Wealth Management
California
$1.94M – – –
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