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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.22B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
29
Increased
74
Reduced
88
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$47M
2
LPL Financial
LPL Financial
California
$95.3M
3
WIA
World Investment Advisors
California
$7.99M
4
Goldman Sachs
Goldman Sachs
New York
$8.45M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$12.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$105M
2
EH
Equitable Holdings
New York
$213M
3
GM
GeoWealth Management
Illinois
$381K
4
UBS Group
UBS Group
Switzerland
$24M
5
WA
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
HB Wealth Management
Georgia
$610K – – –
WBG
127
Wharton Business Group
Pennsylvania
$603K – – –
Cerity Partners
128
Cerity Partners
New York
$602K +$602K +7,978 New
HWA
129
HHM Wealth Advisors
Tennessee
$576K – – –
LI
130
LRI Investments
Florida
$565K +$565K +7,480 New
SB
131
Strategic Blueprint
Georgia
$557K +$101K +1,343 +22%
BC
132
Bowman & Company
Wisconsin
$551K -$24.5K -325 -4%
JWCA
133
J.W. Cole Advisors
Florida
$548K +$22.9K +303 +4%
CBFP
134
Cedar Brook Financial Partners
Ohio
$545K -$2.42K -32 -0.4%
CMP
135
Courage Miller Partners
Virginia
$528K – – –
F4L
136
Fortune 45 LLC
Louisiana
$520K +$679 +9 +0.1%
TRCT
137
Tower Research Capital (TRC)
New York
$516K +$173K +2,289 +50%
VCM
138
Vision Capital Management
Oregon
$509K – – –
BSW
139
Buckingham Strategic Wealth
Missouri
$507K +$1.06K +14 +0.2%
ATPW
140
Ashton Thomas Private Wealth
Arizona
$500K +$48.4K +641 +11%
T
141
TNF
Montana
$499K – – –
FEM
142
Fulcrum Equity Management
Texas
$495K -$12.1K -160 -2%
KA
143
Kovack Advisors
Florida
$492K -$9.81K -130 -2%
PS
144
Principal Securities
Iowa
$482K +$53.9K +714 +13%
SS
145
Sunbelt Securities
Texas
$476K -$2.34K -31 -0.5%
William Blair & Company
146
William Blair & Company
Illinois
$462K +$33.5K +444 +8%
GRP
147
Global Retirement Partners
California
$460K -$49.1K -651 -10%
RTL
148
Red Tortoise LLC
Georgia
$458K -$981 -13 -0.2%
OWA
149
Outlook Wealth Advisors
Texas
$451K -$35.5K -470 -7%
BFA
150
Beacon Financial Advisory
Ohio
$451K – – –
4 5
6
7 8