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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.22B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 8 closing their positions.

Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
29
Increased
74
Reduced
88
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
1
Thrive Capital Management (Pennsylvania)
Pennsylvania
$47M
2
LPL Financial
2
LPL Financial
California
$95.3M
3
WIA
3
World Investment Advisors
California
$7.99M
4
Goldman Sachs
4
Goldman Sachs
New York
$8.45M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$105M
2
EH
2
Equitable Holdings
New York
$213M
3
GM
3
GeoWealth Management
Illinois
$381K
4
UBS Group
4
UBS Group
Switzerland
$24M
5
WA
5
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
101
Private Wealth Strategies
Ohio
$932K +$906 +12 +0.1%
W
102
Wealthquest
Ohio
$907K -$1.26M -16,713 -58%
EWA
103
EP Wealth Advisors
California
$896K – – –
EFS
104
Essex Financial Services
Connecticut
$887K – – –
Two Sigma Investments
105
Two Sigma Investments
New York
$868K -$1.19M -15,800 -58%
RBFC
106
Roman Butler Fullerton & Co
Missouri
$866K +$571 +8 +0.1%
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$852K – – –
KWM
108
Kingsview Wealth Management
Oregon
$832K -$128K -1,695 -13%
FTUS
109
Flow Traders U.S.
New York
$779K +$779K +10,319 New
CPCP
110
Cedar Point Capital Partners
Iowa
$759K +$31.2K +413 +4%
VAG
111
VisionPoint Advisory Group
Texas
$740K +$92.7K +1,228 +14%
Marshall Wace
112
Marshall Wace
United Kingdom
$739K +$739K +9,790 New
GA
113
Goldstein Advisors
Wisconsin
$738K -$30.5K -404 -4%
CFG
114
Cooper Financial Group
California
$728K -$168K -2,225 -19%
PTC
115
Private Trust Company
Ohio
$718K -$20.8K -276 -3%
KPWS
116
Kestra Private Wealth Services
Texas
$718K +$151 +2 +0%
SPC
117
Sigma Planning Corp
Michigan
$714K +$388K +5,138 +119%
SAM
118
Summit Asset Management
Tennessee
$686K – – –
ASN
119
Advisory Services Network
Georgia
$681K -$16.3K -216 -2%
NA
120
NewEdge Advisors
Louisiana
$680K +$679 +9 +0.1%
PA
121
Pinnacle Associates
New York
$672K – – –
BBW
122
Blue Barn Wealth
Utah
$659K +$11.2K +149 +2%
IWC
123
Integrated Wealth Concepts
Massachusetts
$656K -$95.8K -1,269 -13%
Nomura Asset Management
124
Nomura Asset Management
Japan
$617K – – –
Betterment LLC
125
Betterment LLC
New York
$613K +$613K +8,117 New
3 4
5
6 7