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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

281 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
52
Increased
74
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.7M
4
CA
4
CoreCap Advisors
Michigan
$6.68M
5
P
5
&Partners
Tennessee
$4.62M

Top Sellers

1
EH
1
Equitable Holdings
New York
$247M
2
Wells Fargo
2
Wells Fargo
California
$60.7M
3
EFG
3
Ethos Financial Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$50M
5
FWP
5
FAS Wealth Partners
Kansas
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$2.41M +$916K +10,225 +61%
WA
77
Win Advisors
Florida
$2.38M +$1.94M +21,643 +435%
RWP
78
RWA Wealth Partners
Massachusetts
$2.35M – – –
HighTower Advisors
79
HighTower Advisors
Illinois
$2.21M +$195K +2,171 +10%
PFG
80
Pinnacle Financial Group
Illinois
$2.07M -$1.52K -17 -0.1%
SRWM
81
Shira Ridge Wealth Management
California
$2.04M -$31.7K -354 -2%
CIA
82
Cape Investment Advisory
Georgia
$2.01M -$53.7K -599 -3%
ASN
83
Advisory Services Network
Georgia
$1.83M +$898K +10,026 +96%
BFA
84
Beacon Financial Advisory
Ohio
$1.76M +$6.18K +69 +0.4%
Two Sigma Investments
85
Two Sigma Investments
New York
$1.76M -$2.08M -23,200 -54%
RA
86
Rodgers & Associates
Pennsylvania
$1.72M -$13.6K -152 -0.8%
HGWM
87
Horst & Graben Wealth Management
Oregon
$1.71M -$7.17K -80 -0.4%
TW
88
Towerpoint Wealth
California
$1.71M – – –
GAG
89
GM Advisory Group
New York
$1.62M +$634K +7,078 +64%
KIM
90
Kane Investment Management
California
$1.61M +$1.61M +18,002 New
CAL
91
Capital Advisors Ltd
Ohio
$1.56M – – –
GIA
92
Gladstone Institutional Advisory
Florida
$1.54M – – –
BRWA
93
B. Riley Wealth Advisors
Florida
$1.5M -$239K -2,671 -14%
EFS
94
Essex Financial Services
Connecticut
$1.5M +$7.8K +87 +0.5%
AWM
95
AE Wealth Management
Kansas
$1.47M -$143K -1,597 -9%
Jane Street
96
Jane Street
New York
$1.39M +$1.39M +15,520 New
CFD
97
Creative Financial Designs
Indiana
$1.36M +$116K +1,299 +9%
GVCM
98
Global View Capital Management
Wisconsin
$1.31M +$1.31M +14,669 New
FSC
99
Full Sail Capital
Oklahoma
$1.3M -$148K -1,650 -10%
XF
100
XML Financial
Maryland
$1.28M -$333K -3,720 -21%
2 3
4
5 6