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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

252 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
36
Increased
71
Reduced
76
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$40.6M
2
EH
2
Equitable Holdings
New York
$249M
3
Bank of America
3
Bank of America
North Carolina
$55.7M
4
PAG
4
Private Advisor Group
New Jersey
$11.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24M

Top Sellers

1
TCMP
1
Thrive Capital Management (Pennsylvania)
Pennsylvania
$0
2
SWM
2
Sanctuary Wealth Management
Idaho
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$996K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.42M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$486K +$61.8K +869 +15%
TRCT
152
Tower Research Capital (TRC)
New York
$468K -$88.5K -1,087 -16%
ACM
153
AlphaStar Capital Management
North Carolina
$464K +$464K +5,702 New
AWM
154
Accel Wealth Management
Iowa
$461K -$4.56K -56 -1%
IAIM
155
International Assets Investment Management
Florida
$441K -$14.5K -178 -3%
FA
156
Flagstar Advisors
New York
$435K -$1.95K -24 -0.4%
Jane Street
157
Jane Street
New York
$427K +$427K +5,239 New
WA
158
Win Advisors
Florida
$424K +$424K +5,203 New
NCM
159
Noesis Capital Mangement
Florida
$421K – – –
BFG
160
Bouchey Financial Group
New York
$411K – – –
CWG
161
Cornerstone Wealth Group
North Carolina
$396K – – –
PIC
162
Platt Investment Counsel
Florida
$390K -$55.6K -683 -12%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$387K -$6.92K -85 -2%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$386K +$386K +4,744 New
PCMC
165
Paragon Capital Management (Colorado)
Colorado
$383K -$24.4K -300 -6%
PAG
166
Paladin Advisory Group
Iowa
$368K – – –
OWA
167
Outlook Wealth Advisors
Texas
$348K – – –
REMPR
168
Roof Eidam Maycock Peralta (REMP)
California
$346K – – –
LWM
169
LJI Wealth Management
Indiana
$345K – – –
SPWG
170
Syntegra Private Wealth Group
Missouri
$339K -$6.76K -83 -2%
IA
171
IFG Advisory
Georgia
$339K +$339K +4,162 New
IA
172
IFP Advisors
Florida
$338K -$13.2K -162 -4%
MA
173
Mutual Advisors
Nebraska
$338K +$7.91K +100 +2%
AAS
174
Annex Advisory Services
Wisconsin
$336K – – –
CB
175
Commerce Bank
Missouri
$335K – – –
5 6
7
8 9