ILCG icon

iShares Morningstar Growth ETF

217 hedge funds and large institutions have $956M invested in iShares Morningstar Growth ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
217
Holders Change
+13
Holders Change %
+6.37%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
28
Increased
61
Reduced
75
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Cetera Advisors
Colorado
$1.49M +$54.7K +877 +4%
TW
77
Towerpoint Wealth
California
$1.48M -$65.5K -1,050 -4%
SRWM
78
Shira Ridge Wealth Management
California
$1.47M -$43.6K -700 -3%
CIA
79
Cape Investment Advisory
Georgia
$1.46M -$37.8K -606 -3%
HGWM
80
Horst & Graben Wealth Management
Oregon
$1.3M -$9.85K -158 -0.7%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$1.28M +$57.6K +924 +5%
FSC
82
Full Sail Capital
Oklahoma
$1.21M -$104K -1,661 -8%
AssetMark Inc
83
AssetMark Inc
California
$1.2M +$1.11M +17,769 +1,151%
XF
84
XML Financial
Maryland
$1.16M
CAL
85
Capital Advisors Ltd
Ohio
$1.08M
GIA
86
Gladstone Institutional Advisory
Florida
$1.05M
SC
87
Savant Capital
Illinois
$969K -$60.8K -975 -6%
CAG
88
Csenge Advisory Group
Florida
$881K +$24.8K +398 +3%
EWA
89
EP Wealth Advisors
California
$783K -$32.7K -220 -4%
Citadel Advisors
90
Citadel Advisors
Florida
$767K -$2.14M -34,329 -74%
PWS
91
Private Wealth Strategies
Ohio
$766K +$810 +13 +0.1%
FA
92
Flagstar Advisors
New York
$760K +$34.7K +556 +5%
CFG
93
Cooper Financial Group
California
$740K
FIM
94
Freedom Investment Management
Connecticut
$734K +$508K +8,148 +225%
EFS
95
Essex Financial Services
Connecticut
$733K -$8.17K -131 -1%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$704K +$1.87K +30 +0.3%
WWM
97
Windsor Wealth Management
Indiana
$679K
GWM
98
Geneos Wealth Management
Colorado
$666K
CAL
99
Capital Analysts LLC
Pennsylvania
$658K -$202K -3,326 -23%
GA
100
Goldstein Advisors
Wisconsin
$635K +$26.2K +421 +4%