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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.22B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
29
Increased
74
Reduced
88
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
1
Thrive Capital Management (Pennsylvania)
Pennsylvania
$47M
2
LPL Financial
2
LPL Financial
California
$95.3M
3
WIA
3
World Investment Advisors
California
$7.99M
4
Goldman Sachs
4
Goldman Sachs
New York
$8.45M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$105M
2
EH
2
Equitable Holdings
New York
$213M
3
GM
3
GeoWealth Management
Illinois
$381K
4
UBS Group
4
UBS Group
Switzerland
$24M
5
WA
5
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
76
Sweet Financial Partners
Minnesota
$1.81M -$4.91K -65 -0.3%
PFG
77
Pinnacle Financial Group
Illinois
$1.74M -$15.1K -200 -0.9%
CIA
78
Cape Investment Advisory
Georgia
$1.74M +$75 +1 +0%
SRWM
79
Shira Ridge Wealth Management
California
$1.74M -$9.06K -120 -0.5%
RA
80
Rodgers & Associates
Pennsylvania
$1.67M -$103K -1,371 -6%
AI
81
Atria Investments
North Carolina
$1.65M +$180K +2,381 +12%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.61M -$1.18M -15,624 -42%
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$1.57M +$101K +1,337 +7%
TW
84
Towerpoint Wealth
California
$1.55M -$33.6K -445 -2%
FIM
85
Freedom Investment Management
Connecticut
$1.47M +$211K +2,791 +17%
HGWM
86
Horst & Graben Wealth Management
Oregon
$1.46M -$8.53K -113 -0.6%
BRWA
87
B. Riley Wealth Advisors
Florida
$1.4M +$8.73K +146 +0.6%
XF
88
XML Financial
Maryland
$1.36M -$39.4K -522 -3%
CAL
89
Capital Advisors Ltd
Ohio
$1.31M – – –
Comerica Bank
90
Comerica Bank
Texas
$1.28M -$25.6K -339 -2%
GIA
91
Gladstone Institutional Advisory
Florida
$1.27M -$15.1K -200 -1%
FSC
92
Full Sail Capital
Oklahoma
$1.24M -$217K -2,875 -15%
IRC
93
Investors Research Corp
Georgia
$1.2M +$536K +7,106 +81%
ACM
94
Andina Capital Management
Utah
$1.18M -$181K -2,395 -13%
SC
95
Savant Capital
Illinois
$1.17M – – –
CAG
96
Csenge Advisory Group
Florida
$1.13M +$5.13K +68 +0.5%
MCM
97
MAI Capital Management
Ohio
$1.05M +$1.43K +19 +0.1%
WA
98
Wealthstream Advisors
New York
$1.02M – – –
GWM
99
Geneos Wealth Management
Colorado
$1.01M +$231K +3,061 +30%
HC
100
Hoese & Co
Minnesota
$989K +$194K +2,611 +24%
2 3
4
5 6