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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

193 hedge funds and large institutions have $806M invested in iShares Morningstar Growth ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 28 closing their positions.

Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
18
Increased
51
Reduced
68
Closed
28
Calls
$221K
Puts
–
Net Calls
+$221K
Net Calls Change
+$221K

Top Buyers

1
W
1
Wealthquest
Ohio
$35.6M
2
EH
2
Equitable Holdings
New York
$166M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.31M
4
LPL Financial
4
LPL Financial
California
$62.6M
5
CAN
5
Cetera Advisor Networks
California
$4.56M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$16.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.67M
4
AWM
4
AE Wealth Management
Kansas
$0
5
Bank of America
5
Bank of America
North Carolina
$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$938K +$938K +18,724 New
SC
77
Savant Capital
Illinois
$927K -$126K -2,518 -12%
WPIC
78
White Pine Investment Company
Michigan
$923K +$181K +3,612 +24%
Mariner
79
Mariner
Kansas
$908K -$60.8K -1,214 -6%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$900K -$44.3K -884 -5%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$893K +$4.71K +94 +0.5%
GIA
82
Gladstone Institutional Advisory
Florida
$870K -$37.6K -750 -4%
HighTower Advisors
83
HighTower Advisors
Illinois
$860K – – –
CAL
84
Capital Analysts LLC
Pennsylvania
$787K +$1K +20 +0.1%
TWP
85
Transparent Wealth Partners
Arkansas
$767K +$767K +15,303 New
F4L
86
Fortune 45 LLC
Louisiana
$762K -$380K -7,597 -33%
RBFC
87
Roman Butler Fullerton & Co
Missouri
$751K -$80K -1,548 -10%
VAS
88
Vestmark Advisory Solutions
Massachusetts
$714K -$165K -3,294 -19%
EWA
89
EP Wealth Advisors
California
$711K – – –
CAG
90
Csenge Advisory Group
Florida
$701K -$24.7K -493 -3%
EFS
91
Essex Financial Services
Connecticut
$680K – – –
AWS
92
Atria Wealth Solutions
New York
$676K -$506K -10,105 -43%
SPC
93
Sigma Planning Corp
Michigan
$625K +$37.8K +755 +6%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$611K -$218K -4,354 -26%
PWS
95
Private Wealth Strategies
Ohio
$611K +$651 +13 +0.1%
FA
96
Flagstar Advisors
New York
$605K -$158K -3,152 -21%
CFG
97
Cooper Financial Group
California
$595K +$595K +11,871 New
TWC
98
TD Waterhouse Canada
Ontario, Canada
$591K -$16K -316 -3%
CMP
99
Courage Miller Partners
Virginia
$588K – – –
OAM
100
Oak Asset Management
California
$588K +$588K +11,743 New
2 3
4
5 6