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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

193 hedge funds and large institutions have $806M invested in iShares Morningstar Growth ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
18
Increased
51
Reduced
68
Closed
28
Calls
$221K
Puts
–
Net Calls
+$221K
Net Calls Change
+$221K

Top Buyers

1
W
Wealthquest
Ohio
$35.6M
2
EH
Equitable Holdings
New York
$166M
3
Goldman Sachs
Goldman Sachs
New York
$4.31M
4
LPL Financial
LPL Financial
California
$62.6M
5
CAN
Cetera Advisor Networks
California
$4.56M

Top Sellers

1
GM
GeoWealth Management
Illinois
$0
2
Ameriprise
Ameriprise
Minnesota
$16.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$4.67M
4
AWM
AE Wealth Management
Kansas
$0
5
Bank of America
Bank of America
North Carolina
$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
151
StoneX Group
New York
$212K +$212K +4,236 New
AAS
152
Annex Advisory Services
Wisconsin
$207K – – –
ACP
153
Arcus Capital Partners
Georgia
$200K -$1.3K -26 -0.6%
TSWM
154
Tyler-Stone Wealth Management
Ohio
$196K -$3.66K -73 -2%
SWA
155
SOA Wealth Advisors
New York
$135K +$50 +1 +0%
PFBT
156
Parkside Financial Bank & Trust
Missouri
$130K – – –
LWANC
157
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$126K – – –
HIA
159
Harbor Investment Advisory
Maryland
$125K +$35K +700 +39%
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$111K +$103K +2,048 +1,212%
CA
161
CoreCap Advisors
Michigan
$107K -$147K -2,918 -58%
KFI
162
Key Financial Inc
Pennsylvania
$102K – – –
BAM
163
Belpointe Asset Management
Nevada
$100K +$100K +2,000 New
KA
164
Kozak & Associates
Colorado
$96K +$100 +2 +0.1%
CFGS
165
Concourse Financial Group Securities
Alabama
$91K – – –
CMA
166
Cedar Mountain Advisors
Oregon
$88K -$3.07K -61 -3%
HBW
167
Hazlett, Burt & Watson
West Virginia
$79K – – –
TCWM
168
Total Clarity Wealth Management
Illinois
$76K +$76K +1,520 New
CFD
169
Creative Financial Designs
Indiana
$66K +$50 +1 +0.1%
TFGT
170
TS Financial Group (TSFG)
Illinois
$65K – – –
PB
171
Pinnacle Bancorp
Nebraska
$62K – – –
VVP
172
Venture Visionary Partners
Ohio
$56.1K +$56.1K +1,120 New
NF
173
Norwood Financial
Pennsylvania
$55K – – –
AWM
174
Avior Wealth Management
Nebraska
$49K – – –
CA
175
Crewe Advisors
Utah
$47K – – –
5 6
7
8 9