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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.29B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
57
Reduced
94
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$7.28M
2
ACA
2
Aptus Capital Advisors
Alabama
$7.15M
3
MCC
3
Money Concepts Capital
Florida
$6.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.6M
5
SC
5
Savant Capital
Illinois
$3.36M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$845K
2
AI
2
AdvisorShares Investments
Maryland
$0
3
WIA
3
World Investment Advisors
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$2.61M
5
LPL Financial
5
LPL Financial
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIMG
151
Hutchens & Kramer Investment Management Group
Indiana
$428K +$428K +5,164 New
BFG
152
Bouchey Financial Group
New York
$425K – – –
WA
153
Win Advisors
Florida
$418K -$19.2K -228 -4%
KA
154
Kovack Advisors
Florida
$413K -$149K -1,771 -27%
CWG
155
Cornerstone Wealth Group
North Carolina
$408K – – –
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$408K +$14.9K +180 +4%
MA
157
MKT Advisors
California
$407K +$407K +4,906 New
GHA
158
GW Henssler & Associates
Georgia
$402K +$402K +4,783 New
CAL
159
Capital Analysts LLC
Pennsylvania
$394K -$108K -1,290 -22%
NCM
160
Noesis Capital Mangement
Florida
$393K -$42K -500 -10%
PCMC
161
Paragon Capital Management (Colorado)
Colorado
$381K -$13.4K -160 -3%
IA
162
IFP Advisors
Florida
$379K +$29.4K +350 +8%
PAG
163
Paladin Advisory Group
Iowa
$377K – – –
Marshall Wace
164
Marshall Wace
United Kingdom
$374K -$323K -3,848 -46%
MA
165
Mutual Advisors
Nebraska
$368K +$1.97K +23 +0.5%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$366K -$33.6K -400 -8%
REMPR
167
Roof Eidam Maycock Peralta (REMP)
California
$357K – – –
LWM
168
LJI Wealth Management
Indiana
$356K – – –
SPWG
169
Syntegra Private Wealth Group
Missouri
$350K – – –
AAS
170
Annex Advisory Services
Wisconsin
$347K – – –
CB
171
Commerce Bank
Missouri
$346K – – –
OC
172
Opinicus Capital
Florida
$324K +$324K +3,856 New
SFA
173
Sequoia Financial Advisors
Ohio
$317K – – –
PIC
174
Platt Investment Counsel
Florida
$311K -$91.8K -1,092 -23%
AssetMark Inc
175
AssetMark Inc
California
$299K +$65.4K +778 +28%
5 6
7
8 9