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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.29B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
57
Reduced
94
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$7.28M
2
ACA
2
Aptus Capital Advisors
Alabama
$7.15M
3
MCC
3
Money Concepts Capital
Florida
$6.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.6M
5
SC
5
Savant Capital
Illinois
$3.36M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$845K
2
AI
2
AdvisorShares Investments
Maryland
$0
3
WIA
3
World Investment Advisors
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$2.61M
5
LPL Financial
5
LPL Financial
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBG
126
Wharton Business Group
Pennsylvania
$671K – – –
CFP
127
Catalyst Financial Partners
Massachusetts
$660K – – –
LI
128
LRI Investments
Florida
$647K – – –
HWA
129
HHM Wealth Advisors
Tennessee
$641K – – –
SEIA
130
Signature Estate & Investment Advisors
California
$608K +$1.01K +12 +0.2%
PA
131
Pinnacle Associates
New York
$604K – – –
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$592K +$592K +7,049 New
T
133
TNF
Montana
$590K – – –
TSWM
134
Tyler-Stone Wealth Management
Ohio
$586K +$289K +3,444 +98%
F4L
135
Fortune 45 LLC
Louisiana
$580K +$1.01K +12 +0.2%
PS
136
Principal Securities
Iowa
$580K +$14.9K +177 +3%
SS
137
Sunbelt Securities
Texas
$572K +$336 +4 +0.1%
GRP
138
Global Retirement Partners
California
$569K +$33K +393 +6%
VCM
139
Vision Capital Management
Oregon
$566K – – –
BC
140
Bowman & Company
Wisconsin
$566K -$47K -559 -8%
ACM
141
AlphaStar Capital Management
North Carolina
$535K +$55.8K +664 +12%
William Blair & Company
142
William Blair & Company
Illinois
$515K +$336 +4 +0.1%
RTL
143
Red Tortoise LLC
Georgia
$510K – – –
MG
144
Mather Group
Illinois
$503K -$51K -607 -9%
OWA
145
Outlook Wealth Advisors
Texas
$503K – – –
CMP
146
Courage Miller Partners
Virginia
$500K -$87.8K -1,045 -15%
KAS
147
Kestra Advisory Services
Texas
$496K -$78K -928 -14%
AWM
148
Accel Wealth Management
Iowa
$477K +$504 +6 +0.1%
FA
149
Flagstar Advisors
New York
$456K +$7.4K +88 +2%
SWM
150
SK Wealth Management
Rhode Island
$442K +$442K +4,835 New
4 5
6
7 8