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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

252 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
36
Increased
71
Reduced
76
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AdvisorShares Investments
Maryland
$40.6M
2
EH
Equitable Holdings
New York
$249M
3
Bank of America
Bank of America
North Carolina
$55.7M
4
PAG
Private Advisor Group
New Jersey
$11.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$24M

Top Sellers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$0
2
SWM
Sanctuary Wealth Management
Idaho
$0
3
Goldman Sachs
Goldman Sachs
New York
$996K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.42M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
176
Sequoia Financial Advisors
Ohio
$307K +$40.7K +500 +15%
FIC
177
Family Investment Center
Missouri
$293K – – –
TSWM
178
Tyler-Stone Wealth Management
Ohio
$287K – – –
EGA
179
Eagle Global Advisors
Texas
$283K – – –
GHAM
180
Gilman Hill Asset Management
Connecticut
$282K – – –
MCM
181
Mainstay Capital Management
Michigan
$276K – – –
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$267K -$13.4K -165 -5%
SA
183
Strategic Advocates
Utah
$266K – – –
EAM
184
Evanson Asset Management
California
$252K – – –
KLI
185
Kelman-Lazarov Inc
Tennessee
$241K -$8.06K -99 -3%
DWM
186
Destination Wealth Management
California
$239K – – –
SG
187
StoneX Group
New York
$238K +$9.28K +114 +4%
KFI
188
Key Financial Inc
Pennsylvania
$238K +$73.1K +898 +44%
VWA
189
Visionary Wealth Advisors
Illinois
$237K – – –
AssetMark Inc
190
AssetMark Inc
California
$226K +$135K +1,659 +149%
KWM
191
Kaydan Wealth Management
Michigan
$224K – – –
SXL
192
Summit X LLC
Missouri
$224K +$244 +3 +0.1%
SWA
193
SOA Wealth Advisors
New York
$220K – – –
FA
194
Fiduciary Alliance
South Carolina
$219K +$219K +2,647 New
FLI
195
Family Legacy Inc
South Carolina
$212K +$212K +2,606 New
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$212K – – –
EB
197
Eastern Bank
Massachusetts
$209K -$7.08K -87 -3%
NFG
198
Nations Financial Group
Iowa
$208K +$208K +2,560 New
PCS
199
Personal CFO Solutions
New Jersey
$207K +$207K +2,540 New
SF
200
Synovus Financial
Georgia
$206K +$206K +2,529 New
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8
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