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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

214 hedge funds and large institutions have $936M invested in iShares Morningstar Growth ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 70 reducing their positions, and 23 closing their positions.

Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
21
Increased
49
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$36.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.61M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.99M

Top Sellers

1
CT
1
Clearstead Trust
Maine
$36.6M
2
AWM
2
AE Wealth Management
Kansas
$225K
3
Ameriprise
3
Ameriprise
Minnesota
$22.1M
4
EH
4
Equitable Holdings
New York
$190M
5
SWM
5
Sanctuary Wealth Management
Idaho
$1.01K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
76
Cape Investment Advisory
Georgia
$1.4M -$179 -3 -0%
SRWM
77
Shira Ridge Wealth Management
California
$1.39M -$12K -202 -0.9%
TW
78
Towerpoint Wealth
California
$1.35M -$72.8K -1,220 -5%
Citadel Advisors
79
Citadel Advisors
Florida
$1.35M +$612K +10,256 +83%
Two Sigma Investments
80
Two Sigma Investments
New York
$1.25M +$1.25M +20,900 New
HGWM
81
Horst & Graben Wealth Management
Oregon
$1.24M -$9.72K -163 -0.8%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$1.2M -$23.2K -389 -2%
CA
83
Cetera Advisors
Colorado
$1.18M -$238K -3,983 -17%
FSC
84
Full Sail Capital
Oklahoma
$1.15M – – –
XF
85
XML Financial
Maryland
$1.11M +$4.47K +75 +0.4%
CAL
86
Capital Advisors Ltd
Ohio
$1.04M – – –
Comerica Bank
87
Comerica Bank
Texas
$1.03M +$1.03M +17,316 New
GIA
88
Gladstone Institutional Advisory
Florida
$1.01M – – –
SC
89
Savant Capital
Illinois
$927K – – –
MCM
90
MAI Capital Management
Ohio
$920K +$920K +15,430 New
CAG
91
Csenge Advisory Group
Florida
$842K -$716 -12 -0.1%
RBFC
92
Roman Butler Fullerton & Co
Missouri
$733K +$733K +12,055 New
PWS
93
Private Wealth Strategies
Ohio
$733K – – –
EWA
94
EP Wealth Advisors
California
$708K +$394K +6,604 +125%
CFG
95
Cooper Financial Group
California
$708K – – –
EFS
96
Essex Financial Services
Connecticut
$701K – – –
ACM
97
AlphaStar Capital Management
North Carolina
$686K +$350K +5,739 +104%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$674K – – –
WWM
99
Windsor Wealth Management
Indiana
$650K – – –
GWM
100
Geneos Wealth Management
Colorado
$638K – – –
2 3
4
5 6