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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

204 hedge funds and large institutions have $841M invested in iShares Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
56
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$4.25M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.88M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.1M
4
SFS
Sowell Financial Services
Arkansas
$1.94M
5
AAS
Avantax Advisory Services
Texas
$19.7M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.89M
2
LPL Financial
LPL Financial
California
$60.5M
3
Ameriprise
Ameriprise
Minnesota
$18.8M
4
Bank of America
Bank of America
North Carolina
$42.5M
5
Wells Fargo
Wells Fargo
California
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
176
Kozak & Associates
Colorado
$107K – – –
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$104K +$85.1K +1,538 +451%
CA
178
Crewe Advisors
Utah
$104K – – –
William Blair & Company
179
William Blair & Company
Illinois
$98.9K +$98.9K +1,787 New
CMA
180
Cedar Mountain Advisors
Oregon
$96.8K – – –
AssetMark Inc
181
AssetMark Inc
California
$85.5K -$749K -13,526 -90%
BAM
182
Belpointe Asset Management
Nevada
$83K – – –
FCA
183
Fortis Capital Advisors
Kansas
$83K – – –
CFD
184
Creative Financial Designs
Indiana
$73.2K +$111 +2 +0.2%
TFGT
185
TS Financial Group (TSFG)
Illinois
$72K – – –
HBW
186
Hazlett, Burt & Watson
West Virginia
$67K – – –
PB
187
Pinnacle Bancorp
Nebraska
$62.1K – – –
MFT
188
Moisand Fitzgerald Tamayo
Florida
$55.4K +$55.4K +1,000 New
NF
189
Norwood Financial
Pennsylvania
$55.4K -$4.98K -90 -8%
AWM
190
Avior Wealth Management
Nebraska
$55.1K – – –
CFGS
191
Concourse Financial Group Securities
Alabama
$51.2K -$28.3K -512 -36%
WTA
192
Washington Trust Advisors
Massachusetts
$41.5K – – –
AF
193
Advisornet Financial
Minnesota
$30.4K – – –
EW
194
Element Wealth
Mississippi
$29.8K – – –
US Bancorp
195
US Bancorp
Minnesota
$25.1K – – –
SWM
196
Spire Wealth Management
Virginia
$24.5K +$22.1K +400 +930%
SN
197
Sittner & Nelson
Oregon
$21.7K – – –
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$18.7K +$1.45K +26,228 +8%
FCA
199
FinTrust Capital Advisors
South Carolina
$17.3K – – –
JFA
200
JNBA Financial Advisors
Minnesota
$15.4K -$1.61K -29 -9%
5 6 7
8
9