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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

183 hedge funds and large institutions have $744M invested in iShares Morningstar Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
183
Holders Change
-10
Holders Change %
-5.18%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
7
Increased
52
Reduced
63
Closed
16
Calls
$207K
Puts
–
Net Calls
+$207K
Net Calls Change
-$14K

Top Buyers

1
CT
1
Clearstead Trust
Maine
$41.4M
2
Jane Street
2
Jane Street
New York
$7.83M
3
EH
3
Equitable Holdings
New York
$166M
4
MFG
4
Merit Financial Group
Georgia
$2.39M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.47M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
W
2
Wealthquest
Ohio
$2.75M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
Bank of America
4
Bank of America
North Carolina
$34.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$974K +$18.2K +376 +2%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$933K +$73.2K +1,518 +9%
SC
78
Savant Capital
Illinois
$914K +$21.1K +438 +2%
XF
79
XML Financial
Maryland
$906K -$13K -270 -1%
KAS
80
Kestra Advisory Services
Texas
$877K +$393K +8,150 +81%
GIA
81
Gladstone Institutional Advisory
Florida
$839K – – –
CAL
82
Capital Advisors Ltd
Ohio
$838K -$82.1K -1,700 -9%
HighTower Advisors
83
HighTower Advisors
Illinois
$826K – – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$771K -$96.2K -1,992 -11%
TWP
85
Transparent Wealth Partners
Arkansas
$740K +$1.69K +35 +0.2%
CAL
86
Capital Analysts LLC
Pennsylvania
$696K -$63.2K -1,308 -8%
EWA
87
EP Wealth Advisors
California
$685K – – –
RBFC
88
Roman Butler Fullerton & Co
Missouri
$681K -$9.7K -204 -1%
CAG
89
Csenge Advisory Group
Florida
$664K -$10.7K -221 -2%
EFS
90
Essex Financial Services
Connecticut
$654K -$820 -17 -0.1%
FA
91
Flagstar Advisors
New York
$631K +$48K +995 +8%
BPA
92
Beacon Pointe Advisors
California
$626K +$376K +7,776 +150%
SPC
93
Sigma Planning Corp
Michigan
$615K +$12.5K +259 +2%
F4L
94
Fortune 45 LLC
Louisiana
$612K -$123K -2,545 -17%
PWS
95
Private Wealth Strategies
Ohio
$590K +$1.11K +23 +0.2%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$587K -$101K -2,096 -15%
GWM
97
Geneos Wealth Management
Colorado
$582K -$788K -16,334 -58%
CFG
98
Cooper Financial Group
California
$573K – – –
TWC
99
TD Waterhouse Canada
Ontario, Canada
$555K -$20K -405 -3%
CMP
100
Courage Miller Partners
Virginia
$544K -$23.1K -478 -4%
2 3
4
5 6