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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

204 hedge funds and large institutions have $841M invested in iShares Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
56
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$4.25M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.88M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.1M
4
SFS
4
Sowell Financial Services
Arkansas
$1.94M
5
AAS
5
Avantax Advisory Services
Texas
$19.7M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.89M
2
LPL Financial
2
LPL Financial
California
$60.5M
3
Ameriprise
3
Ameriprise
Minnesota
$18.8M
4
Bank of America
4
Bank of America
North Carolina
$42.5M
5
Wells Fargo
5
Wells Fargo
California
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$1.27M +$173K +3,132 +16%
HGWM
77
Horst & Graben Wealth Management
Oregon
$1.17M -$113K -2,035 -9%
FSC
78
Full Sail Capital
Oklahoma
$1.16M – – –
Fidelity Investments
79
Fidelity Investments
Massachusetts
$1.09M +$19.7K +355 +2%
VF
80
VitalStone Financial
Texas
$1.06M +$1.06M +14,708 New
XF
81
XML Financial
Maryland
$1.03M – – –
CAL
82
Capital Advisors Ltd
Ohio
$961K – – –
GIA
83
Gladstone Institutional Advisory
Florida
$934K – – –
TRCT
84
Tower Research Capital (TRC)
New York
$915K +$131K +2,368 +17%
SC
85
Savant Capital
Illinois
$914K -$65.8K -1,188 -7%
TWP
86
Transparent Wealth Partners
Arkansas
$853K +$1.88K +34 +0.2%
Goldman Sachs
87
Goldman Sachs
New York
$807K -$1.01M -18,325 -56%
CAL
88
Capital Analysts LLC
Pennsylvania
$784K +$188K +3,395 +32%
CAG
89
Csenge Advisory Group
Florida
$760K -$4.15K -75 -0.5%
PWS
90
Private Wealth Strategies
Ohio
$680K +$1.16K +21 +0.2%
RBFC
91
Roman Butler Fullerton & Co
Missouri
$660K -$3.63K -67 -0.5%
EFS
92
Essex Financial Services
Connecticut
$658K -$186K -3,355 -22%
CFG
93
Cooper Financial Group
California
$657K – – –
FA
94
Flagstar Advisors
New York
$644K -$87K -1,571 -12%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$624K +$57.4K +1,036 +10%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$623K -$14.8K -267 -2%
IWC
97
Integrated Wealth Concepts
Massachusetts
$612K +$612K +11,059 New
ATPW
98
Ashton Thomas Private Wealth
Arizona
$611K +$611K +11,035 New
EWA
99
EP Wealth Advisors
California
$604K -$956K -8,699 -61%
SAM
100
Summit Asset Management
Tennessee
$600K – – –
2 3
4
5 6