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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.22B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
29
Increased
74
Reduced
88
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$47M
2
LPL Financial
LPL Financial
California
$95.3M
3
WIA
World Investment Advisors
California
$7.99M
4
Goldman Sachs
Goldman Sachs
New York
$8.45M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$12.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$105M
2
EH
Equitable Holdings
New York
$213M
3
GM
GeoWealth Management
Illinois
$381K
4
UBS Group
UBS Group
Switzerland
$24M
5
WA
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
Mutual Advisors
Nebraska
$315K -$15.3K -203 -5%
AAS
177
Annex Advisory Services
Wisconsin
$311K – – –
CB
178
Commerce Bank
Missouri
$311K – – –
TSS
179
Two Sigma Securities
New York
$274K +$274K +3,633 New
FIC
180
Family Investment Center
Missouri
$272K – – –
WEG
181
World Equity Group
Illinois
$272K +$10.9K +144 +4%
TSWM
182
Tyler-Stone Wealth Management
Ohio
$266K -$15.9K -210 -6%
EGA
183
Eagle Global Advisors
Texas
$262K -$15.1K -200 -5%
GHAM
184
Gilman Hill Asset Management
Connecticut
$261K +$261K +3,460 New
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$260K -$33.1K -438 -11%
MCM
186
Mainstay Capital Management
Michigan
$256K -$447K -5,916 -64%
SFA
187
Sequoia Financial Advisors
Ohio
$247K – – –
SA
188
Strategic Advocates
Utah
$246K – – –
EMAM
189
Encompass More Asset Management
California
$246K +$246K +3,253 New
Baird Financial Group
190
Baird Financial Group
Wisconsin
$245K +$7.62K +101 +3%
EAM
191
Evanson Asset Management
California
$234K – – –
KLI
192
Kelman-Lazarov Inc
Tennessee
$231K – – –
DWM
193
Destination Wealth Management
California
$221K +$221K +2,931 New
FHC
194
First Heartland Consultants
Missouri
$220K -$119K -1,582 -35%
VWA
195
Visionary Wealth Advisors
Illinois
$220K +$220K +2,912 New
LFP
196
Leeward Financial Partners
Washington
$215K +$215K +2,850 New
SG
197
StoneX Group
New York
$212K +$212K +2,805 New
TI
198
Truepoint Inc
Ohio
$212K +$212K +2,805 New
CI
199
CPR Investments
Michigan
$208K +$208K +2,761 New
KWM
200
Kaydan Wealth Management
Michigan
$208K +$208K +2,750 New
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