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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

197 hedge funds and large institutions have $757M invested in iShares Morningstar Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 8 closing their positions.

Holders
197
Holders Change
+14
Holders Change %
+7.65%
% of All Funds
3.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
27
Increased
55
Reduced
67
Closed
8
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$16K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$14M
2
Bank of America
2
Bank of America
North Carolina
$39.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.4M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$2.72M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.2M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.7M
2
Jane Street
2
Jane Street
New York
$2.07M
3
W
3
Wealthquest
Ohio
$0
4
LPL Financial
4
LPL Financial
California
$57.4M
5
CT
5
Clearstead Trust
Maine
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
76
XML Financial
Maryland
$902K -$11.6K -238 -1%
SC
77
Savant Capital
Illinois
$862K -$60.4K -1,241 -7%
CAL
78
Capital Advisors Ltd
Ohio
$845K – – –
GIA
79
Gladstone Institutional Advisory
Florida
$821K -$24.3K -500 -3%
TWP
80
Transparent Wealth Partners
Arkansas
$748K +$1.66K +34 +0.2%
EFS
81
Essex Financial Services
Connecticut
$741K +$81.9K +1,684 +12%
AssetMark Inc
82
AssetMark Inc
California
$734K +$734K +15,070 New
EWA
83
EP Wealth Advisors
California
$691K – – –
TRCT
84
Tower Research Capital (TRC)
New York
$689K +$309K +6,343 +81%
CCFM
85
Clear Creek Financial Management
Washington
$673K +$673K +13,816 New
CAG
86
Csenge Advisory Group
Florida
$672K +$1.75K +36 +0.3%
FA
87
Flagstar Advisors
New York
$643K +$6.48K +133 +1%
RBFC
88
Roman Butler Fullerton & Co
Missouri
$625K -$105K -2,062 -14%
BPA
89
Beacon Pointe Advisors
California
$611K -$19.3K -396 -3%
IA
90
IFP Advisors
Florida
$606K -$932K -5,340 -61%
PWS
91
Private Wealth Strategies
Ohio
$597K +$1.12K +23 +0.2%
CFG
92
Cooper Financial Group
California
$578K – – –
VAS
93
Vestmark Advisory Solutions
Massachusetts
$561K -$30.9K -634 -5%
GWM
94
Geneos Wealth Management
Colorado
$553K -$34.8K -715 -6%
TWC
95
TD Waterhouse Canada
Ontario, Canada
$537K -$5.69K -118 -1%
WWM
96
Windsor Wealth Management
Indiana
$530K – – –
SAM
97
Summit Asset Management
Tennessee
$527K – – –
CAL
98
Capital Analysts LLC
Pennsylvania
$524K -$177K -3,640 -25%
SPIA
99
Steward Partners Investment Advisory
New York
$523K -$9.74K -200 -2%
LAM
100
LifePro Asset Management
California
$520K +$4.33K +89 +0.8%
2 3
4
5 6