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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.29B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
57
Reduced
94
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$7.28M
2
ACA
2
Aptus Capital Advisors
Alabama
$7.15M
3
MCC
3
Money Concepts Capital
Florida
$6.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.6M
5
SC
5
Savant Capital
Illinois
$3.36M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$845K
2
AI
2
AdvisorShares Investments
Maryland
$0
3
WIA
3
World Investment Advisors
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$2.61M
5
LPL Financial
5
LPL Financial
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
76
Cape Investment Advisory
Georgia
$1.94M -$4.12K -49 -0.2%
HighTower Advisors
77
HighTower Advisors
Illinois
$1.89M -$243K -2,887 -11%
Citadel Advisors
78
Citadel Advisors
Florida
$1.88M +$540K +6,424 +40%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$1.65M -$71.4K -849 -4%
BFA
80
Beacon Financial Advisory
Ohio
$1.64M +$247K +2,945 +18%
BRWA
81
B. Riley Wealth Advisors
Florida
$1.62M -$310K -3,708 -16%
RA
82
Rodgers & Associates
Pennsylvania
$1.62M -$137K -1,625 -8%
HGWM
83
Horst & Graben Wealth Management
Oregon
$1.61M -$7.31K -87 -0.5%
TW
84
Towerpoint Wealth
California
$1.6M -$89.1K -1,060 -5%
SL
85
SWMG LLC
Texas
$1.56M +$1.56M +17,365 New
GS
86
GTS Securities
New York
$1.55M -$688K -8,192 -31%
XF
87
XML Financial
Maryland
$1.51M – – –
AWM
88
AE Wealth Management
Kansas
$1.51M -$5.34M -63,587 -78%
CAL
89
Capital Advisors Ltd
Ohio
$1.46M – – –
GIA
90
Gladstone Institutional Advisory
Florida
$1.44M -$1.17M -13,913 -45%
EFS
91
Essex Financial Services
Connecticut
$1.43M – – –
Bank of New York Mellon
92
Bank of New York Mellon
New York
$1.4M -$1.24M -14,733 -47%
FSC
93
Full Sail Capital
Oklahoma
$1.36M – – –
Comerica Bank
94
Comerica Bank
Texas
$1.22M -$29.4K -350 -2%
CFD
95
Creative Financial Designs
Indiana
$1.17M +$1.06M +12,608 +953%
CAG
96
Csenge Advisory Group
Florida
$1.15M -$126K -1,478 -10%
MCM
97
MAI Capital Management
Ohio
$1.14M +$756 +9 +0.1%
WA
98
Wealthstream Advisors
New York
$1.14M – – –
PB
99
Pinnacle Bancorp
Nebraska
$1.13M +$1.04M +12,390 +1,111%
GWM
100
Geneos Wealth Management
Colorado
$1.08M -$42.3K -503 -4%
2 3
4
5 6