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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.22B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
29
Increased
74
Reduced
88
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$47M
2
LPL Financial
LPL Financial
California
$95.3M
3
WIA
World Investment Advisors
California
$7.99M
4
Goldman Sachs
Goldman Sachs
New York
$8.45M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$12.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$105M
2
EH
Equitable Holdings
New York
$213M
3
GM
GeoWealth Management
Illinois
$381K
4
UBS Group
UBS Group
Switzerland
$24M
5
WA
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$451K +$604 +8 +0.1%
KAS
152
Kestra Advisory Services
Texas
$450K +$2.11K +28 +0.5%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$433K +$361K +4,775 +498%
AWM
154
Accel Wealth Management
Iowa
$432K -$39.8K -527 -8%
IAIM
155
International Assets Investment Management
Florida
$423K -$140K -1,860 -25%
PIC
156
Platt Investment Counsel
Florida
$413K – – –
FA
157
Flagstar Advisors
New York
$405K -$32K -424 -7%
SL
158
SWMG LLC
Texas
$403K +$83.3K +1,103 +26%
NCM
159
Noesis Capital Mangement
Florida
$391K – – –
CJFS
160
Coulter & Justus Financial Services
Tennessee
$391K +$391K +5,174 New
GCP
161
GSA Capital Partners
United Kingdom
$385K +$385K +5,100 New
BFG
162
Bouchey Financial Group
New York
$382K – – –
GM
163
GeoWealth Management
Illinois
$381K -$2.92M -38,736 -88%
TB
164
Treynor Bancshares
Iowa
$377K – – –
PCMC
165
Paragon Capital Management (Colorado)
Colorado
$377K -$4.38K -58 -1%
CWG
166
Cornerstone Wealth Group
North Carolina
$367K +$367K +4,860 New
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$365K -$19.5K -259 -5%
KAS
168
KPP Advisory Services
Kentucky
$363K +$363K +4,804 New
PAG
169
Paladin Advisory Group
Iowa
$339K -$7.55K -100 -2%
MG
170
Mather Group
Illinois
$339K -$95.6K -1,410 -22%
HKIMG
171
Hutchens & Kramer Investment Management Group
Indiana
$333K +$151 +2 +0%
IA
172
IFP Advisors
Florida
$326K +$17.8K +236 +6%
SPWG
173
Syntegra Private Wealth Group
Missouri
$321K – – –
REMPR
174
Roof Eidam Maycock Peralta (REMP)
California
$321K – – –
LWM
175
LJI Wealth Management
Indiana
$320K – – –
5 6
7
8 9