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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

281 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
52
Increased
74
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.7M
4
CA
4
CoreCap Advisors
Michigan
$6.68M
5
P
5
&Partners
Tennessee
$4.62M

Top Sellers

1
EH
1
Equitable Holdings
New York
$247M
2
Wells Fargo
2
Wells Fargo
California
$60.7M
3
EFG
3
Ethos Financial Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$50M
5
FWP
5
FAS Wealth Partners
Kansas
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
101
Silver Oak Securities
Tennessee
$1.28M +$1.28M +14,097 New
AB
102
ANB Bank
Colorado
$1.27M +$1.27M +14,210 New
MCM
103
MAI Capital Management
Ohio
$1.22M +$1.79K +20 +0.1%
WA
104
Wealthstream Advisors
New York
$1.22M – – –
PB
105
Pinnacle Bancorp
Nebraska
$1.21M – – –
CAG
106
Csenge Advisory Group
Florida
$1.2M +$1.7K +19 +0.1%
SPC
107
Sigma Planning Corp
Michigan
$1.19M +$41.7K +465 +4%
GWM
108
Geneos Wealth Management
Colorado
$1.15M +$3.58K +40 +0.3%
Comerica Bank
109
Comerica Bank
Texas
$1.13M -$175K -1,949 -13%
RBFC
110
Roman Butler Fullerton & Co
Missouri
$1.09M +$30.2K +333 +3%
KWM
111
Kingsview Wealth Management
Oregon
$1.07M +$70.5K +787 +7%
NA
112
NewEdge Advisors
Louisiana
$1.04M +$216K +2,409 +26%
VAG
113
VisionPoint Advisory Group
Texas
$1.03M +$1.03M +11,525 New
Lido Advisors
114
Lido Advisors
California
$964K +$964K +10,758 New
KPWS
115
Kestra Private Wealth Services
Texas
$944K -$2.06K -23 -0.2%
W
116
Wealthquest
Ohio
$931K -$1.97K -22 -0.2%
OAS
117
Optivise Advisory Services
Tennessee
$902K +$43.7K +488 +5%
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$898K -$11.3K -126 -1%
PWS
119
Proactive Wealth Strategies
Georgia
$892K +$1.26K +14 +0.1%
GA
120
Goldstein Advisors
Wisconsin
$865K -$11.7K -131 -1%
CFG
121
Cooper Financial Group
California
$864K – – –
FEM
122
Fulcrum Equity Management
Texas
$849K +$849K +9,472 New
IWC
123
Integrated Wealth Concepts
Massachusetts
$840K +$92.6K +1,033 +12%
FCIM
124
Fairview Capital Investment Management
California
$815K – – –
SAM
125
Summit Asset Management
Tennessee
$814K – – –
3 4
5
6 7