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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

281 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
52
Increased
74
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.7M
4
CA
4
CoreCap Advisors
Michigan
$6.68M
5
P
5
&Partners
Tennessee
$4.62M

Top Sellers

1
EH
1
Equitable Holdings
New York
$247M
2
Wells Fargo
2
Wells Fargo
California
$60.7M
3
EFG
3
Ethos Financial Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$50M
5
FWP
5
FAS Wealth Partners
Kansas
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HOWA
151
Heritage Oak Wealth Advisors
Florida
$579K +$579K +6,459 New
Goldman Sachs
152
Goldman Sachs
New York
$553K +$553K +6,170 New
William Blair & Company
153
William Blair & Company
Illinois
$550K +$269 +3 +0%
RTL
154
Red Tortoise LLC
Georgia
$544K – – –
GRP
155
Global Retirement Partners
California
$540K -$66.9K -747 -11%
OWA
156
Outlook Wealth Advisors
Texas
$536K – – –
CMP
157
Courage Miller Partners
Virginia
$529K -$4.39K -49 -0.8%
MG
158
Mather Group
Illinois
$523K -$12.8K -143 -2%
HKIMG
159
Hutchens & Kramer Investment Management Group
Indiana
$505K +$42.5K +474 +9%
AWM
160
Accel Wealth Management
Iowa
$502K -$5.91K -66 -1%
AFW
161
Avantra Family Wealth
Pennsylvania
$484K +$484K +5,400 New
FA
162
Flagstar Advisors
New York
$468K -$18.5K -206 -4%
NIWA
163
New Insight Wealth Advisors
California
$456K +$456K +5,085 New
BFG
164
Bouchey Financial Group
New York
$453K – – –
KA
165
Kovack Advisors
Florida
$453K +$13.4K +150 +3%
MA
166
MKT Advisors
California
$449K +$458 +5 +0.1%
CFG
167
Cornerstone Financial Group
Nebraska
$449K +$449K +5,007 New
CWG
168
Cornerstone Wealth Group
North Carolina
$435K – – –
SWM
169
SK Wealth Management
Rhode Island
$433K – – –
AP
170
Aspect Partners
Virginia
$426K +$426K +4,755 New
NCM
171
Noesis Capital Mangement
Florida
$419K – – –
OMC
172
Old Mission Capital
Illinois
$416K +$116K +1,295 +39%
PAG
173
Paladin Advisory Group
Iowa
$402K – – –
GHA
174
GW Henssler & Associates
Georgia
$402K – – –
CAL
175
Capital Analysts LLC
Pennsylvania
$401K -$19.3K -215 -5%
5 6
7
8 9