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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

281 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
52
Increased
74
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.7M
4
CA
4
CoreCap Advisors
Michigan
$6.68M
5
P
5
&Partners
Tennessee
$4.62M

Top Sellers

1
EH
1
Equitable Holdings
New York
$247M
2
Wells Fargo
2
Wells Fargo
California
$60.7M
3
EFG
3
Ethos Financial Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$50M
5
FWP
5
FAS Wealth Partners
Kansas
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
51
Madison Wealth Partners
Wisconsin
$4.05M +$51.3K +572 +1%
RA
52
RFG Advisory
Alabama
$4.01M +$455K +5,079 +13%
SA
53
Sanctuary Advisors
Indiana
$3.96M -$1.13M -12,272 -22%
IRC
54
Investors Research Corp
Georgia
$3.89M +$793K +8,848 +26%
D
55
Dentgroup
Louisiana
$3.89M -$269 -3 -0%
HFA
56
Hershey Financial Advisers
Pennsylvania
$3.87M +$3.87M +43,206 New
FFN
57
Focus Financial Network
Minnesota
$3.79M +$91.1K +1,017 +2%
Creative Planning
58
Creative Planning
Kansas
$3.74M -$1.44M -16,095 -28%
SFC
59
Strategic Financial Concepts
Texas
$3.54M +$2.64M +29,468 +293%
JSA
60
Jim Saulnier & Associates
Colorado
$3.42M +$679K +7,582 +25%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$3.39M +$3.39M +37,844 New
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$3.35M – – –
Citigroup
63
Citigroup
New York
$3.28M -$19.6K -219 -0.6%
BAMG
64
Brand Asset Management Group
Missouri
$3.2M -$18.8K -210 -0.6%
TFCP
65
Twin Focus Capital Partners
Massachusetts
$3.12M -$96.3K -1,075 -3%
GG
66
GenWealth Group
New Jersey
$2.89M -$85K -949 -3%
DC
67
Davenport & Co
Virginia
$2.8M -$75.2K -839 -3%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$2.75M +$41.8K +467 +2%
AWA
69
Arkadios Wealth Advisors
Georgia
$2.67M -$93.5K -1,044 -3%
Truist Financial
70
Truist Financial
North Carolina
$2.65M -$219K -2,440 -8%
GWS
71
Greykasell Wealth Strategies
California
$2.63M +$2.63M +29,336 New
PAG
72
Private Advisor Group
New Jersey
$2.63M -$153K -1,706 -5%
AHC
73
Adell Harriman & Carpenter
Texas
$2.53M -$224K -2,500 -8%
SC
74
Savant Capital
Illinois
$2.47M -$1.12M -12,460 -31%
NSIM
75
North Star Investment Management
Illinois
$2.47M -$44.1K -492 -2%
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