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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

204 hedge funds and large institutions have $841M invested in iShares Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 12 closing their positions.

Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
56
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$4.25M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.88M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.1M
4
SFS
4
Sowell Financial Services
Arkansas
$1.94M
5
AAS
5
Avantax Advisory Services
Texas
$19.7M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.89M
2
LPL Financial
2
LPL Financial
California
$60.5M
3
Ameriprise
3
Ameriprise
Minnesota
$18.8M
4
Bank of America
4
Bank of America
North Carolina
$42.5M
5
Wells Fargo
5
Wells Fargo
California
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
101
Windsor Wealth Management
Indiana
$598K – – –
TWC
102
TD Waterhouse Canada
Ontario, Canada
$595K -$22.2K -401 -4%
GWM
103
Geneos Wealth Management
Colorado
$592K -$36.8K -665 -6%
SPIA
104
Steward Partners Investment Advisory
New York
$551K -$44.3K -800 -7%
CCFM
105
Clear Creek Financial Management
Washington
$548K -$217K -3,911 -28%
KPWS
106
Kestra Private Wealth Services
Texas
$548K +$38.9K +703 +8%
CMP
107
Courage Miller Partners
Virginia
$547K -$27.1K -490 -5%
GA
108
Goldstein Advisors
Wisconsin
$541K +$2.21K +40 +0.4%
SPC
109
Sigma Planning Corp
Michigan
$534K +$21.6K +391 +4%
LAM
110
LifePro Asset Management
California
$520K – – –
MCM
111
Mainstay Capital Management
Michigan
$516K – – –
F4L
112
Fortune 45 LLC
Louisiana
$511K +$1.11K +20 +0.2%
BBW
113
Blue Barn Wealth
Utah
$497K +$7.86K +142 +2%
PA
114
Pinnacle Associates
New York
$493K -$24.3K -439 -5%
CRC
115
Curi RMB Capital
Illinois
$491K +$491K +8,875 New
FEM
116
Fulcrum Equity Management
Texas
$490K +$490K +8,850 New
Nomura Asset Management
117
Nomura Asset Management
Japan
$453K – – –
BC
118
Bowman & Company
Wisconsin
$448K +$60.5K +1,092 +16%
HWM
119
HB Wealth Management
Georgia
$448K – – –
DI
120
DFPG Investments
Utah
$447K +$447K +8,069 New
WBG
121
Wharton Business Group
Pennsylvania
$442K – – –
MHS
122
M Holdings Securities
Oregon
$432K -$31.8K -575 -7%
HWA
123
HHM Wealth Advisors
Tennessee
$422K – – –
KLI
124
Kelman-Lazarov Inc
Tennessee
$399K -$42.8K -773 -10%
CBFP
125
Cedar Brook Financial Partners
Ohio
$396K +$830 +15 +0.2%
3 4
5
6 7