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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

183 hedge funds and large institutions have $744M invested in iShares Morningstar Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-10
Holders Change %
-5.18%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
7
Increased
52
Reduced
63
Closed
16
Calls
$207K
Puts
–
Net Calls
+$207K
Net Calls Change
-$14K

Top Buyers

1
CT
1
Clearstead Trust
Maine
$41.4M
2
Jane Street
2
Jane Street
New York
$7.83M
3
EH
3
Equitable Holdings
New York
$166M
4
MFG
4
Merit Financial Group
Georgia
$2.39M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.47M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
W
2
Wealthquest
Ohio
$2.75M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
Bank of America
4
Bank of America
North Carolina
$34.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
126
TNF
Montana
$331K – – –
OWA
127
Outlook Wealth Advisors
Texas
$326K – – –
VCM
128
Vision Capital Management
Oregon
$325K – – –
BSW
129
Buckingham Strategic Wealth
Missouri
$323K – – –
PIC
130
Platt Investment Counsel
Florida
$308K -$24.2K -500 -7%
RFN
131
Redwood Financial Network
Ohio
$297K -$21.4K -443 -7%
ASN
132
Advisory Services Network
Georgia
$288K – – –
BWM
133
Baystate Wealth Management
Massachusetts
$275K +$338 +7 +0.1%
ACM
134
AlphaStar Capital Management
North Carolina
$270K -$8.53K -177 -3%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$268K +$48 +1 +0%
MWP
136
Madison Wealth Partners
Wisconsin
$266K -$39.8K -825 -13%
PCMC
137
Paragon Capital Management (Colorado)
Colorado
$266K – – –
EGA
138
Eagle Global Advisors
Texas
$251K -$4.83K -100 -2%
KFA
139
Kelleher Financial Advisors
New York
$251K – – –
NCM
140
Noesis Capital Mangement
Florida
$250K – – –
TB
141
Treynor Bancshares
Iowa
$241K – – –
M&T Bank
142
M&T Bank
New York
$241K – – –
OC
143
Oppenheimer & Co
New York
$230K +$17.6K +365 +8%
US Bancorp
144
US Bancorp
Minnesota
$226K -$96.6K -2,010 -30%
MA
145
Mutual Advisors
Nebraska
$213K – – –
REMPR
146
Roof Eidam Maycock Peralta (REMP)
California
$205K – – –
TSWM
147
Tyler-Stone Wealth Management
Ohio
$189K +$290 +6 +0.2%
SWA
148
SOA Wealth Advisors
New York
$130K – – –
PFBT
149
Parkside Financial Bank & Trust
Missouri
$126K – – –
LWANC
150
Laurel Wealth Advisors (North Carolina)
North Carolina
$125K – – –
4 5
6
7 8