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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

204 hedge funds and large institutions have $841M invested in iShares Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
56
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$4.25M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.88M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.1M
4
SFS
4
Sowell Financial Services
Arkansas
$1.94M
5
AAS
5
Avantax Advisory Services
Texas
$19.7M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.89M
2
LPL Financial
2
LPL Financial
California
$60.5M
3
Ameriprise
3
Ameriprise
Minnesota
$18.8M
4
Bank of America
4
Bank of America
North Carolina
$42.5M
5
Wells Fargo
5
Wells Fargo
California
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
TownSquare Capital
Utah
$395K -$161K -2,908 -29%
NA
127
NewEdge Advisors
Louisiana
$395K -$32.9K -595 -8%
SC
128
Scotia Capital
Ontario, Canada
$390K – – –
Bank of Nova Scotia
129
Bank of Nova Scotia
Ontario, Canada
$390K – – –
T
130
TNF
Montana
$384K – – –
SB
131
Strategic Blueprint
Georgia
$383K +$383K +6,914 New
MG
132
Mather Group
Illinois
$377K – – –
OWA
133
Outlook Wealth Advisors
Texas
$373K – – –
VCM
134
Vision Capital Management
Oregon
$373K – – –
JWCA
135
J.W. Cole Advisors
Florida
$366K +$18K +325 +5%
AWM
136
Accel Wealth Management
Iowa
$356K +$498 +9 +0.1%
PIC
137
Platt Investment Counsel
Florida
$353K – – –
RTL
138
Red Tortoise LLC
Georgia
$335K +$720 +13 +0.2%
SG
139
StoneX Group
New York
$329K +$329K +5,947 New
ASN
140
Advisory Services Network
Georgia
$328K -$8.64K -156 -3%
BSW
141
Buckingham Strategic Wealth
Missouri
$326K – – –
BWM
142
Baystate Wealth Management
Massachusetts
$315K +$720 +13 +0.2%
IA
143
IFG Advisory
Georgia
$315K +$77.8K +1,405 +33%
HKIMG
144
Hutchens & Kramer Investment Management Group
Indiana
$310K +$310K +5,597 New
GRP
145
Global Retirement Partners
California
$303K -$44.6K -810 -13%
ACM
146
AlphaStar Capital Management
North Carolina
$301K -$65.1K -1,001 -18%
NCM
147
Noesis Capital Mangement
Florida
$286K – – –
PCMC
148
Paragon Capital Management (Colorado)
Colorado
$284K -$3.76K -68 -1%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$283K +$16.8K +303 +6%
TB
150
Treynor Bancshares
Iowa
$277K – – –
4 5
6
7 8