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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

183 hedge funds and large institutions have $744M invested in iShares Morningstar Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
183
Holders Change
-10
Holders Change %
-5.18%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
7
Increased
52
Reduced
63
Closed
16
Calls
$207K
Puts
–
Net Calls
+$207K
Net Calls Change
-$14K

Top Buyers

1
CT
1
Clearstead Trust
Maine
$41.4M
2
Jane Street
2
Jane Street
New York
$7.83M
3
EH
3
Equitable Holdings
New York
$166M
4
MFG
4
Merit Financial Group
Georgia
$2.39M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.47M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
W
2
Wealthquest
Ohio
$2.75M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
Bank of America
4
Bank of America
North Carolina
$34.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
101
Windsor Wealth Management
Indiana
$531K – – –
SPIA
102
Steward Partners Investment Advisory
New York
$528K +$528K +10,950 New
SAM
103
Summit Asset Management
Tennessee
$523K – – –
LAM
104
LifePro Asset Management
California
$511K -$44.6K -923 -8%
PA
105
Pinnacle Associates
New York
$484K – – –
PTC
106
Private Trust Company
Ohio
$471K – – –
MCM
107
Mainstay Capital Management
Michigan
$450K – – –
KPWS
108
Kestra Private Wealth Services
Texas
$435K +$8.31K +172 +2%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$429K -$159K -3,300 -27%
BBW
110
Blue Barn Wealth
Utah
$428K -$82.9K -1,718 -16%
CAI
111
Capital Advisors Inc
Oklahoma
$414K – – –
KLI
112
Kelman-Lazarov Inc
Tennessee
$408K – – –
HWA
113
HHM Wealth Advisors
Tennessee
$407K – – –
MHS
114
M Holdings Securities
Oregon
$404K – – –
Nomura Asset Management
115
Nomura Asset Management
Japan
$394K -$236K -4,882 -37%
HWM
116
HB Wealth Management
Georgia
$390K – – –
WBG
117
Wharton Business Group
Pennsylvania
$385K – – –
TRCT
118
Tower Research Capital (TRC)
New York
$377K -$90.2K -1,868 -19%
AWM
119
Accel Wealth Management
Iowa
$377K -$18.9K -370 -5%
PAS
120
Park Avenue Securities
New York
$362K +$50.3K +1,043 +16%
CBFP
121
Cedar Brook Financial Partners
Ohio
$343K – – –
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$340K – – –
SC
123
Scotia Capital
Ontario, Canada
$340K – – –
NA
124
NewEdge Advisors
Louisiana
$338K +$97 +2 +0%
GRP
125
Global Retirement Partners
California
$331K – – –
3 4
5
6 7