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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

183 hedge funds and large institutions have $744M invested in iShares Morningstar Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-10
Holders Change %
-5.18%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
7
Increased
52
Reduced
63
Closed
16
Calls
$207K
Puts
–
Net Calls
+$207K
Net Calls Change
-$14K

Top Buyers

1
CT
1
Clearstead Trust
Maine
$41.4M
2
Jane Street
2
Jane Street
New York
$7.83M
3
EH
3
Equitable Holdings
New York
$166M
4
MFG
4
Merit Financial Group
Georgia
$2.39M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.47M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
W
2
Wealthquest
Ohio
$2.75M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
Bank of America
4
Bank of America
North Carolina
$34.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
PSI Advisors
Florida
$12K – – –
WA
177
Win Advisors
Florida
$8K – – –
AIC
178
Archer Investment Corporation
Indiana
$7.72K – – –
CWA
179
Clearview Wealth Advisors
Oregon
$6K – – –
CAAS
180
Capital Asset Advisory Services
Michigan
$5K – – –
OPW
181
Oxler Private Wealth
New York
$4K – – –
SWM
182
Spire Wealth Management
Virginia
$2K -$19.1K -410 -91%
FHC
183
First Heartland Consultants
Missouri
$215 – +10 +0.2%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$65 +$51 +929 +360%
CA
185
Clearstead Advisors
Ohio
– -$43M -858,882 Closed
Citadel Advisors
186
Citadel Advisors
Florida
– -$1.62M -32,339 Closed
FTUS
187
Flow Traders U.S.
New York
– -$1.07M -21,346 Closed
OAM
188
Oak Asset Management
California
– -$588K -11,743 Closed
Baird Financial Group
189
Baird Financial Group
Wisconsin
– -$437K -8,726 Closed
OIA
190
OneDigital Investment Advisors
Kansas
– -$235K -4,693 Closed
SG
191
StoneX Group
New York
– -$212K -4,236 Closed
AAS
192
Annex Advisory Services
Wisconsin
– -$207K -4,125 Closed
ACP
193
Arcus Capital Partners
Georgia
– -$200K -3,998 Closed
CA
194
CoreCap Advisors
Michigan
– -$107K -2,131 Closed
BAM
195
Belpointe Asset Management
Nevada
– -$100K -2,000 Closed
TCWM
196
Total Clarity Wealth Management
Illinois
– -$76K -1,520 Closed
VVP
197
Venture Visionary Partners
Ohio
– -$56.1K -1,120 Closed
SWM
198
SeaCrest Wealth Management
New York
– -$43K -861 Closed
FBT
199
First Bank & Trust
South Dakota
– -$25K -500 Closed
COCM
200
Charter Oak Capital Management
New Hampshire
– -$2K -30 Closed
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