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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

214 hedge funds and large institutions have $936M invested in iShares Morningstar Growth ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
21
Increased
49
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
$36.6M
2
Morgan Stanley
Morgan Stanley
New York
$80.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.61M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.99M

Top Sellers

1
CT
Clearstead Trust
Maine
$36.6M
2
AWM
AE Wealth Management
Kansas
$225K
3
Ameriprise
Ameriprise
Minnesota
$22.1M
4
EH
Equitable Holdings
New York
$190M
5
SWM
Sanctuary Wealth Management
Idaho
$1.01K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
151
Commerce Bank
Missouri
$275K – – –
PAG
152
Paladin Advisory Group
Iowa
$274K – – –
FHC
153
First Heartland Consultants
Missouri
$267K +$60 +1 +0%
KAS
154
Kestra Advisory Services
Texas
$267K +$12.7K +213 +5%
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$264K +$21.1K +353 +9%
MA
156
Mutual Advisors
Nebraska
$261K – – –
LWM
157
LJI Wealth Management
Indiana
$259K -$2.39K -40 -0.9%
SPWG
158
Syntegra Private Wealth Group
Missouri
$254K – – –
REMPR
159
Roof Eidam Maycock Peralta (REMP)
California
$254K – – –
IA
160
IFP Advisors
Florida
$246K -$61.4K -1,030 -20%
AAS
161
Annex Advisory Services
Wisconsin
$246K – – –
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$245K +$245K +4,111 New
IA
163
IFG Advisory
Georgia
$240K +$240K +4,024 New
KFA
164
Kelleher Financial Advisors
New York
$237K – – –
TSWM
165
Tyler-Stone Wealth Management
Ohio
$228K – – –
AWM
166
AE Wealth Management
Kansas
$225K -$8.61M -144,427 -97%
EGA
167
Eagle Global Advisors
Texas
$221K – – –
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$221K -$9.33K -156 -4%
SFA
169
Sequoia Financial Advisors
Ohio
$217K – – –
FIC
170
Family Investment Center
Missouri
$215K – – –
LAM
171
LifePro Asset Management
California
$205K -$106K -1,784 -34%
EB
172
Eastern Bank
Massachusetts
$200K – – –
SWA
173
SOA Wealth Advisors
New York
$161K – – –
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$155K – – –
TWC
175
TD Waterhouse Canada
Ontario, Canada
$152K -$291K -4,845 -66%
5 6
7
8 9