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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

183 hedge funds and large institutions have $744M invested in iShares Morningstar Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-10
Holders Change %
-5.18%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
7
Increased
52
Reduced
63
Closed
16
Calls
$207K
Puts
–
Net Calls
+$207K
Net Calls Change
-$14K

Top Buyers

1
CT
1
Clearstead Trust
Maine
$41.4M
2
Jane Street
2
Jane Street
New York
$7.83M
3
EH
3
Equitable Holdings
New York
$166M
4
MFG
4
Merit Financial Group
Georgia
$2.39M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.47M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
W
2
Wealthquest
Ohio
$2.75M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
Bank of America
4
Bank of America
North Carolina
$34.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$122K – – –
HIA
152
Harbor Investment Advisory
Maryland
$121K – – –
MFA
153
McClarren Financial Advisors
Pennsylvania
$100K +$100K +2,088 New
KFI
154
Key Financial Inc
Pennsylvania
$97K – – –
KA
155
Kozak & Associates
Colorado
$92K – – –
CFGS
156
Concourse Financial Group Securities
Alabama
$87K -$626 -13 -0.7%
CMA
157
Cedar Mountain Advisors
Oregon
$84K – – –
HBW
158
Hazlett, Burt & Watson
West Virginia
$76K – – –
CFD
159
Creative Financial Designs
Indiana
$64K +$49 +1 +0.1%
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$63K -$44.4K -917 -41%
TFGT
161
TS Financial Group (TSFG)
Illinois
$63K – – –
PB
162
Pinnacle Bancorp
Nebraska
$54K -$5.69K -118 -10%
NF
163
Norwood Financial
Pennsylvania
$53K – – –
AWM
164
Avior Wealth Management
Nebraska
$48K – – –
CA
165
Crewe Advisors
Utah
$45K – – –
WTA
166
Washington Trust Advisors
Massachusetts
$36K – – –
TAIM
167
TD Ameritrade Investment Management
Nebraska
$35K +$5.62K +115 +19%
RIA
168
Realta Investment Advisors
Delaware
$35K +$35K +717 New
GI
169
Gradient Investments
Minnesota
$29K +$29K +596 New
AF
170
Advisornet Financial
Minnesota
$27K – – –
EW
171
Element Wealth
Mississippi
$26K – – –
BlackRock
172
BlackRock
New York
$20K +$47 +1 +0.2%
SN
173
Sittner & Nelson
Oregon
$19K – – –
FCA
174
FinTrust Capital Advisors
South Carolina
$17K – – –
JFA
175
JNBA Financial Advisors
Minnesota
$15K -$1.02K -21 -6%
4 5 6
7
8