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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

204 hedge funds and large institutions have $841M invested in iShares Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
56
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$4.25M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.88M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.1M
4
SFS
Sowell Financial Services
Arkansas
$1.94M
5
AAS
Avantax Advisory Services
Texas
$19.7M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.89M
2
LPL Financial
LPL Financial
California
$60.5M
3
Ameriprise
Ameriprise
Minnesota
$18.8M
4
Bank of America
Bank of America
North Carolina
$42.5M
5
Wells Fargo
Wells Fargo
California
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
151
World Equity Group
Illinois
$269K +$269K +1,862 New
Jane Street
152
Jane Street
New York
$267K -$2.09M -37,692 -89%
CB
153
Commerce Bank
Missouri
$255K – – –
PAG
154
Paladin Advisory Group
Iowa
$254K +$254K +4,590 New
FHC
155
First Heartland Consultants
Missouri
$248K +$554 +10 +0.2%
MA
156
Mutual Advisors
Nebraska
$244K – – –
OWA
157
Octavia Wealth Advisors
Ohio
$242K – – –
SPWG
158
Syntegra Private Wealth Group
Missouri
$235K +$55 +1 +0%
REMPR
159
Roof Eidam Maycock Peralta (REMP)
California
$235K – – –
CI
160
CPR Investments
Michigan
$231K +$231K +4,172 New
AAS
161
Annex Advisory Services
Wisconsin
$228K – – –
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$226K -$1.83M -33,034 -89%
KAS
163
Kestra Advisory Services
Texas
$217K -$92.1K -1,664 -30%
KFA
164
Kelleher Financial Advisors
New York
$210K +$210K +3,790 New
EGA
165
Eagle Global Advisors
Texas
$208K +$208K +3,755 New
SFA
166
Sequoia Financial Advisors
Ohio
$202K +$202K +3,645 New
FIM
167
Freedom Investment Management
Connecticut
$201K +$201K +3,627 New
PTC
168
Private Trust Company
Ohio
$182K -$326K -5,881 -64%
HIA
169
Harbor Investment Advisory
Maryland
$154K – – –
SWA
170
SOA Wealth Advisors
New York
$150K +$55 +1 +0%
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$144K – – –
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$140K – – –
SS
173
Sunbelt Securities
Texas
$122K +$122K +2,240 New
MFA
174
McClarren Financial Advisors
Pennsylvania
$116K +$276 +5 +0.2%
KFI
175
Key Financial Inc
Pennsylvania
$112K – – –
5 6
7
8 9