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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.29B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 94 reducing their positions, and 18 closing their positions.

Holders
250
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
57
Reduced
94
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$7.28M
2
ACA
2
Aptus Capital Advisors
Alabama
$7.15M
3
MCC
3
Money Concepts Capital
Florida
$6.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.6M
5
SC
5
Savant Capital
Illinois
$3.36M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$845K
2
AI
2
AdvisorShares Investments
Maryland
$0
3
WIA
3
World Investment Advisors
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$2.61M
5
LPL Financial
5
LPL Financial
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$1.07M +$41.3K +492 +4%
HC
102
Hoese & Co
Minnesota
$1.01M -$62.2K -740 -6%
RBFC
103
Roman Butler Fullerton & Co
Missouri
$992K +$2.98K +35 +0.3%
HSG
104
Helen Stephens Group
Texas
$978K +$1.6K +19 +0.2%
KWM
105
Kingsview Wealth Management
Oregon
$937K -$25.3K -301 -3%
GAG
106
GM Advisory Group
New York
$929K +$929K +11,055 New
KPWS
107
Kestra Private Wealth Services
Texas
$888K +$29.7K +353 +3%
W
108
Wealthquest
Ohio
$863K -$33.2K -401 -4%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$853K -$65.7K -782 -7%
ASN
110
Advisory Services Network
Georgia
$849K – – –
SFC
111
Strategic Financial Concepts
Texas
$845K -$70.9M -843,788 -99%
PWS
112
Proactive Wealth Strategies
Georgia
$835K +$835K +9,938 New
CPCP
113
Cedar Point Capital Partners
Iowa
$832K -$17.1K -203 -2%
GA
114
Goldstein Advisors
Wisconsin
$822K – – –
CFG
115
Cooper Financial Group
California
$811K – – –
OAS
116
Optivise Advisory Services
Tennessee
$805K -$23.6K -281 -3%
PTC
117
Private Trust Company
Ohio
$787K -$11.9K -141 -1%
NA
118
NewEdge Advisors
Louisiana
$772K -$287K -3,420 -27%
FCIM
119
Fairview Capital Investment Management
California
$764K +$764K +9,093 New
SAM
120
Summit Asset Management
Tennessee
$764K – – –
BBW
121
Blue Barn Wealth
Utah
$733K -$1.09K -13 -0.1%
GM
122
GeoWealth Management
Illinois
$733K +$733K +8,718 New
IWC
123
Integrated Wealth Concepts
Massachusetts
$701K -$29.2K -347 -4%
Nomura Asset Management
124
Nomura Asset Management
Japan
$687K – – –
HWM
125
HB Wealth Management
Georgia
$679K – – –
3 4
5
6 7