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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

281 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
52
Increased
74
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.7M
4
CA
4
CoreCap Advisors
Michigan
$6.68M
5
P
5
&Partners
Tennessee
$4.62M

Top Sellers

1
EH
1
Equitable Holdings
New York
$247M
2
Wells Fargo
2
Wells Fargo
California
$60.7M
3
EFG
3
Ethos Financial Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$50M
5
FWP
5
FAS Wealth Partners
Kansas
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
126
GTS Securities
New York
$811K -$845K -9,436 -51%
SB
127
Strategic Blueprint
Georgia
$787K +$787K +8,779 New
CPCP
128
Cedar Point Capital Partners
Iowa
$784K -$103K -1,155 -12%
BBW
129
Blue Barn Wealth
Utah
$782K – – –
PTC
130
Private Trust Company
Ohio
$778K -$60.9K -680 -7%
IA
131
IFP Advisors
Florida
$735K +$331K +3,696 +82%
Nomura Asset Management
132
Nomura Asset Management
Japan
$732K – – –
AssetMark Inc
133
AssetMark Inc
California
$732K +$413K +4,613 +130%
HWM
134
HB Wealth Management
Georgia
$724K – – –
IAA
135
Independent Advisor Alliance
North Carolina
$719K +$719K +8,028 New
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$708K +$76.2K +850 +12%
CFP
137
Catalyst Financial Partners
Massachusetts
$703K – – –
HWA
138
HHM Wealth Advisors
Tennessee
$683K – – –
WIA
139
World Investment Advisors
California
$679K +$679K +7,575 New
WBG
140
Wharton Business Group
Pennsylvania
$663K -$52.4K -585 -7%
PA
141
Pinnacle Associates
New York
$651K -$147K -1,637 -18%
LI
142
LRI Investments
Florida
$648K – – –
SEIA
143
Signature Estate & Investment Advisors
California
$647K -$1.25K -14 -0.2%
F4L
144
Fortune 45 LLC
Louisiana
$620K +$807 +9 +0.1%
PS
145
Principal Securities
Iowa
$611K -$6.9K -77 -1%
VCM
146
Vision Capital Management
Oregon
$604K – – –
SS
147
Sunbelt Securities
Texas
$603K -$13.3K -147 -2%
TSWM
148
Tyler-Stone Wealth Management
Ohio
$588K -$36K -402 -6%
BC
149
Bowman & Company
Wisconsin
$586K -$17.3K -193 -3%
KAS
150
Kestra Advisory Services
Texas
$581K +$52.1K +582 +10%
4 5
6
7 8