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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

252 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 30 closing their positions.

Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
36
Increased
71
Reduced
76
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$40.6M
2
EH
2
Equitable Holdings
New York
$249M
3
Bank of America
3
Bank of America
North Carolina
$55.7M
4
PAG
4
Private Advisor Group
New Jersey
$11.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24M

Top Sellers

1
TCMP
1
Thrive Capital Management (Pennsylvania)
Pennsylvania
$0
2
SWM
2
Sanctuary Wealth Management
Idaho
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$996K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.42M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
76
Investors Research Corp
Georgia
$1.97M +$675K +8,296 +52%
SFP
77
Sweet Financial Partners
Minnesota
$1.96M +$2.04K +25 +0.1%
LAS
78
Lloyd Advisory Services
Georgia
$1.95M +$1.95M +24,000 New
BRWA
79
B. Riley Wealth Advisors
Florida
$1.88M -$25.7K -316 -1%
PFG
80
Pinnacle Financial Group
Illinois
$1.88M – – –
CIA
81
Cape Investment Advisory
Georgia
$1.88M +$81 +1 +0%
SRWM
82
Shira Ridge Wealth Management
California
$1.88M -$2.61K -32 -0.1%
HFA
83
Hershey Financial Advisers
Pennsylvania
$1.78M +$1.78M +21,865 New
RA
84
Rodgers & Associates
Pennsylvania
$1.7M -$93.6K -1,150 -5%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1.66M -$70.8K -870 -4%
TW
86
Towerpoint Wealth
California
$1.64M -$30.5K -375 -2%
HGWM
87
Horst & Graben Wealth Management
Oregon
$1.57M -$9.36K -115 -0.6%
XF
88
XML Financial
Maryland
$1.47M – – –
CAL
89
Capital Advisors Ltd
Ohio
$1.41M – – –
BFA
90
Beacon Financial Advisory
Ohio
$1.35M +$865K +10,625 +178%
FSC
91
Full Sail Capital
Oklahoma
$1.31M -$28.3K -348 -2%
Citadel Advisors
92
Citadel Advisors
Florida
$1.3M -$2.13M -26,144 -62%
EFS
93
Essex Financial Services
Connecticut
$1.27M +$371K +4,852 +41%
Two Sigma Investments
94
Two Sigma Investments
New York
$1.27M +$334K +4,100 +36%
SC
95
Savant Capital
Illinois
$1.27M – – –
CAG
96
Csenge Advisory Group
Florida
$1.21M -$7K -86 -0.6%
Comerica Bank
97
Comerica Bank
Texas
$1.21M -$171K -2,101 -12%
TWM
98
Trinity Wealth Management
Pennsylvania
$1.21M +$1.21M +14,889 New
MCM
99
MAI Capital Management
Ohio
$1.11M -$31.2K -383 -3%
WA
100
Wealthstream Advisors
New York
$1.1M – – –
2 3
4
5 6