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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

233 hedge funds and large institutions have $1.15B invested in iShares Morningstar Growth ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
38
Increased
69
Reduced
73
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$188M
2
SWM
Sanctuary Wealth Management
Idaho
$8.46M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$4.58M

Top Sellers

1
CA
Clearstead Advisors
Ohio
$0
2
CT
Clearstead Trust
Maine
$34.5M
3
LPL Financial
LPL Financial
California
$71.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$7.61M
5
FWP
FAS Wealth Partners
Kansas
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBG
126
Wharton Business Group
Pennsylvania
$542K – – –
HWA
127
HHM Wealth Advisors
Tennessee
$517K – – –
BC
128
Bowman & Company
Wisconsin
$517K -$814 -12 -0.2%
Goldman Sachs
129
Goldman Sachs
New York
$512K +$512K +7,550 New
IAIM
130
International Assets Investment Management
Florida
$506K +$506K +7,458 New
CBFP
131
Cedar Brook Financial Partners
Ohio
$494K +$6.27K +92 +1%
T
132
TNF
Montana
$489K – – –
CMP
133
Courage Miller Partners
Virginia
$475K -$24.8K -366 -5%
JWCA
134
J.W. Cole Advisors
Florida
$472K +$15.5K +228 +3%
F4L
135
Fortune 45 LLC
Louisiana
$466K +$1.9K +28 +0.4%
BWM
136
Baystate Wealth Management
Massachusetts
$460K +$65.7K +968 +17%
GRP
137
Global Retirement Partners
California
$459K +$52.2K +766 +13%
VCM
138
Vision Capital Management
Oregon
$457K +$457K +6,740 New
FEM
139
Fulcrum Equity Management
Texas
$456K +$456K +6,723 New
BSW
140
Buckingham Strategic Wealth
Missouri
$454K – – –
KA
141
Kovack Advisors
Florida
$451K +$1.9K +28 +0.4%
OWA
142
Outlook Wealth Advisors
Texas
$437K -$20K -295 -4%
MG
143
Mather Group
Illinois
$434K -$7.66K -113 -2%
SS
144
Sunbelt Securities
Texas
$429K +$59.7K +880 +16%
AWM
145
Accel Wealth Management
Iowa
$424K -$2.24K -33 -0.5%
Renaissance Technologies
146
Renaissance Technologies
New York
$414K +$414K +6,100 New
RTL
147
Red Tortoise LLC
Georgia
$413K +$1.76K +26 +0.4%
SB
148
Strategic Blueprint
Georgia
$410K +$410K +6,041 New
ATPW
149
Ashton Thomas Private Wealth
Arizona
$406K +$406K +5,987 New
BFA
150
Beacon Financial Advisory
Ohio
$405K -$22.4K -330 -5%
4 5
6
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