ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

193 hedge funds and large institutions have $806M invested in iShares Morningstar Growth ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
18
Increased
51
Reduced
68
Closed
28
Calls
$221K
Puts
–
Net Calls
+$221K
Net Calls Change
+$221K

Top Buyers

1
W
Wealthquest
Ohio
+$35.6M
2
EH
Equitable Holdings
New York
+$8.85M
3
Goldman Sachs
Goldman Sachs
New York
+$4.31M
4
LPL Financial
LPL Financial
California
+$1.95M
5
CAN
Cetera Advisor Networks
California
+$1.73M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$11.7M
2
Ameriprise
Ameriprise
Minnesota
-$11.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$10M
4
AWM
AE Wealth Management
Kansas
-$7.17M
5
Bank of America
Bank of America
North Carolina
-$5.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
SeaCrest Wealth Management
New York
$43K +$43K +861 New
WTA
177
Washington Trust Advisors
Massachusetts
$38K – – –
TAIM
178
TD Ameritrade Investment Management
Nebraska
$30K +$4.04K +81 +16%
AF
179
Advisornet Financial
Minnesota
$28K +$28K +550 New
EW
180
Element Wealth
Mississippi
$27K – – –
FBT
181
First Bank & Trust
South Dakota
$25K – – –
SWM
182
Spire Wealth Management
Virginia
$23K -$96.5K -1,900 -81%
BlackRock
183
BlackRock
New York
$21K +$50 +1 +0.2%
SN
184
Sittner & Nelson
Oregon
$20K – – –
FCA
185
FinTrust Capital Advisors
South Carolina
$19K -$35.1K -656 -65%
JFA
186
JNBA Financial Advisors
Minnesota
$16K – – –
PA
187
PSI Advisors
Florida
$12K – – –
AIC
188
Archer Investment Corporation
Indiana
$8.01K – – –
WA
189
Win Advisors
Florida
$8K – – –
CWA
190
Clearview Wealth Advisors
Oregon
$6K – – –
CAAS
191
Capital Asset Advisory Services
Michigan
$5K – – –
COCM
192
Charter Oak Capital Management
New Hampshire
$2K – – –
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$13 – – –
GM
194
GeoWealth Management
Illinois
– -$11.7M -179,929 Closed
AWM
195
AE Wealth Management
Kansas
– -$7.17M -110,243 Closed
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
– -$4.24M -65,284 Closed
AHC
197
Adell Harriman & Carpenter
Texas
– -$2.44M -37,530 Closed
AssetMark Inc
198
AssetMark Inc
California
– -$2.1M -32,275 Closed
KWM
199
Kingsview Wealth Management
Oregon
– -$1.64M -25,286 Closed
TC
200
TAP Consulting
Missouri
– -$1.58M -24,317 Closed
5 6 7
8
9