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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

233 hedge funds and large institutions have $1.15B invested in iShares Morningstar Growth ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 16 closing their positions.

Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
38
Increased
69
Reduced
73
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$188M
2
SWM
2
Sanctuary Wealth Management
Idaho
$8.46M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.58M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
CT
2
Clearstead Trust
Maine
$34.5M
3
LPL Financial
3
LPL Financial
California
$71.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.61M
5
FWP
5
FAS Wealth Partners
Kansas
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$1.78M +$407K +5,995 +30%
HighTower Advisors
77
HighTower Advisors
Illinois
$1.76M -$62.6K -922 -3%
SFP
78
Sweet Financial Partners
Minnesota
$1.63M +$746 +11 +0%
RA
79
Rodgers & Associates
Pennsylvania
$1.59M – – –
BRWA
80
B. Riley Wealth Advisors
Florida
$1.58M -$9.9K -146 -0.6%
PFG
81
Pinnacle Financial Group
Illinois
$1.58M -$50.9K -750 -3%
SRWM
82
Shira Ridge Wealth Management
California
$1.58M -$6.78K -100 -0.4%
CIA
83
Cape Investment Advisory
Georgia
$1.57M -$20K -295 -1%
AssetMark Inc
84
AssetMark Inc
California
$1.53M +$1.52M +22,408 +26,362%
CA
85
Cetera Advisors
Colorado
$1.46M +$110K +1,629 +8%
TW
86
Towerpoint Wealth
California
$1.42M -$114K -1,674 -7%
HGWM
87
Horst & Graben Wealth Management
Oregon
$1.32M -$86.5K -1,275 -6%
AI
88
Atria Investments
North Carolina
$1.32M +$1.32M +19,463 New
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$1.32M +$1.32M +19,460 New
FSC
90
Full Sail Capital
Oklahoma
$1.31M – – –
XF
91
XML Financial
Maryland
$1.26M -$5.09K -75 -0.4%
ACM
92
Andina Capital Management
Utah
$1.22M +$1.22M +18,059 New
CAL
93
Capital Advisors Ltd
Ohio
$1.18M – – –
Comerica Bank
94
Comerica Bank
Texas
$1.18M +$1.7K +25 +0.1%
GIA
95
Gladstone Institutional Advisory
Florida
$1.16M +$13.6K +200 +1%
FIM
96
Freedom Investment Management
Connecticut
$1.13M +$1.13M +16,685 New
SC
97
Savant Capital
Illinois
$1.05M – – –
CAG
98
Csenge Advisory Group
Florida
$1.01M +$54.7K +807 +6%
MCM
99
MAI Capital Management
Ohio
$946K -$101K -1,489 -10%
WA
100
Wealthstream Advisors
New York
$920K +$920K +13,565 New
2 3
4
5 6