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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

193 hedge funds and large institutions have $806M invested in iShares Morningstar Growth ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 28 closing their positions.

Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
18
Increased
51
Reduced
68
Closed
28
Calls
$221K
Puts
–
Net Calls
+$221K
Net Calls Change
+$221K

Top Buyers

1
W
1
Wealthquest
Ohio
$35.6M
2
EH
2
Equitable Holdings
New York
$166M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.31M
4
LPL Financial
4
LPL Financial
California
$62.6M
5
CAN
5
Cetera Advisor Networks
California
$4.56M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$16.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.67M
4
AWM
4
AE Wealth Management
Kansas
$0
5
Bank of America
5
Bank of America
North Carolina
$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
101
LifePro Asset Management
California
$576K +$57.4K +1,146 +11%
WWM
102
Windsor Wealth Management
Indiana
$561K – – –
SAM
103
Summit Asset Management
Tennessee
$542K – – –
BBW
104
Blue Barn Wealth
Utah
$530K +$17K +339 +3%
KAS
105
Kestra Advisory Services
Texas
$502K -$512K -10,214 -50%
PA
106
Pinnacle Associates
New York
$502K +$50 +1 +0%
PTC
107
Private Trust Company
Ohio
$488K +$488K +9,750 New
TRCT
108
Tower Research Capital (TRC)
New York
$485K +$397K +7,926 +453%
MCM
109
Mainstay Capital Management
Michigan
$467K – – –
KPWS
110
Kestra Private Wealth Services
Texas
$442K +$22.6K +452 +5%
CAI
111
Capital Advisors Inc
Oklahoma
$441K – – –
Baird Financial Group
112
Baird Financial Group
Wisconsin
$437K -$235K -4,696 -35%
KLI
113
Kelman-Lazarov Inc
Tennessee
$424K -$1.5K -30 -0.4%
HWA
114
HHM Wealth Advisors
Tennessee
$422K – – –
MHS
115
M Holdings Securities
Oregon
$420K -$13.5K -270 -3%
HWM
116
HB Wealth Management
Georgia
$405K -$25K -500 -6%
AWM
117
Accel Wealth Management
Iowa
$401K -$65.9K -1,275 -14%
WBG
118
Wharton Business Group
Pennsylvania
$400K – – –
Nomura Asset Management
119
Nomura Asset Management
Japan
$399K -$59.8K -1,957 -13%
T
120
TNF
Montana
$369K – – –
CBFP
121
Cedar Brook Financial Partners
Ohio
$356K +$1.66K +33 +0.5%
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$353K – – –
SC
123
Scotia Capital
Ontario, Canada
$353K +$350 +7 +0.1%
NA
124
NewEdge Advisors
Louisiana
$350K +$350K +6,996 New
PIC
125
Platt Investment Counsel
Florida
$344K -$312K -6,245 -48%
3 4
5
6 7