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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

233 hedge funds and large institutions have $1.15B invested in iShares Morningstar Growth ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 16 closing their positions.

Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
38
Increased
69
Reduced
73
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$188M
2
SWM
2
Sanctuary Wealth Management
Idaho
$8.46M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.58M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
CT
2
Clearstead Trust
Maine
$34.5M
3
LPL Financial
3
LPL Financial
California
$71.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.61M
5
FWP
5
FAS Wealth Partners
Kansas
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$862K +$862K +12,714 New
RBFC
102
Roman Butler Fullerton & Co
Missouri
$851K +$4.71K +67 +0.6%
PWS
103
Private Wealth Strategies
Ohio
$836K +$2.85K +42 +0.3%
EWA
104
EP Wealth Advisors
California
$805K – – –
CFG
105
Cooper Financial Group
California
$805K -$68 -1 -0%
EFS
106
Essex Financial Services
Connecticut
$797K – – –
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$766K -$136 -2 -0%
HC
108
Hoese & Co
Minnesota
$698K +$59.7K +915 +9%
GWM
109
Geneos Wealth Management
Colorado
$695K -$29.5K -435 -4%
GA
110
Goldstein Advisors
Wisconsin
$691K – – –
IWC
111
Integrated Wealth Concepts
Massachusetts
$675K -$24.4K -360 -3%
PTC
112
Private Trust Company
Ohio
$664K -$17K -251 -3%
CPCP
113
Cedar Point Capital Partners
Iowa
$654K +$654K +9,636 New
KPWS
114
Kestra Private Wealth Services
Texas
$645K +$271 +4 +0%
MCM
115
Mainstay Capital Management
Michigan
$631K – – –
ASN
116
Advisory Services Network
Georgia
$627K – – –
CCFM
117
Clear Creek Financial Management
Washington
$619K -$33K -487 -5%
SAM
118
Summit Asset Management
Tennessee
$616K – – –
NA
119
NewEdge Advisors
Louisiana
$611K -$9.7K -143 -2%
PA
120
Pinnacle Associates
New York
$604K – – –
IRC
121
Investors Research Corp
Georgia
$595K +$443K +6,531 +292%
BBW
122
Blue Barn Wealth
Utah
$582K +$68 +1 +0%
VAG
123
VisionPoint Advisory Group
Texas
$581K +$581K +8,574 New
Nomura Asset Management
124
Nomura Asset Management
Japan
$554K – – –
HWM
125
HB Wealth Management
Georgia
$548K – – –
3 4
5
6 7