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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.29B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
57
Reduced
94
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$7.28M
2
ACA
2
Aptus Capital Advisors
Alabama
$7.15M
3
MCC
3
Money Concepts Capital
Florida
$6.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.6M
5
SC
5
Savant Capital
Illinois
$3.36M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$845K
2
AI
2
AdvisorShares Investments
Maryland
$0
3
WIA
3
World Investment Advisors
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$2.61M
5
LPL Financial
5
LPL Financial
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
176
J.W. Cole Advisors
Florida
$296K -$341K -4,061 -54%
ACM
177
Andina Capital Management
Utah
$294K -$789K -9,387 -73%
FIC
178
Family Investment Center
Missouri
$292K -$10.7K -127 -4%
GHAM
179
Gilman Hill Asset Management
Connecticut
$291K – – –
MCM
180
Mainstay Capital Management
Michigan
$284K – – –
OMC
181
Old Mission Capital
Illinois
$281K +$281K +3,346 New
KFI
182
Key Financial Inc
Pennsylvania
$275K +$29.8K +355 +12%
SA
183
Strategic Advocates
Utah
$274K – – –
Baird Financial Group
184
Baird Financial Group
Wisconsin
$273K -$672K -7,995 -71%
EAM
185
Evanson Asset Management
California
$261K – – –
EGA
186
Eagle Global Advisors
Texas
$259K -$33.2K -395 -11%
PFS
187
Prospera Financial Services
Texas
$253K -$2.69M -31,988 -91%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$249K -$26.5K -315 -10%
KLI
189
Kelman-Lazarov Inc
Tennessee
$249K – – –
DWM
190
Destination Wealth Management
California
$246K – – –
FHC
191
First Heartland Consultants
Missouri
$246K +$420 +5 +0.2%
SG
192
StoneX Group
New York
$236K -$9.58K -114 -4%
EWA
193
EP Wealth Advisors
California
$232K -$511K -6,085 -69%
KWM
194
Kaydan Wealth Management
Michigan
$231K – – –
SWA
195
SOA Wealth Advisors
New York
$228K +$84 +1 +0%
CA
196
CoreCap Advisors
Michigan
$224K +$224K +2,666 New
SXL
197
Summit X LLC
Missouri
$224K – – –
FA
198
Fiduciary Alliance
South Carolina
$222K – – –
FLI
199
Family Legacy Inc
South Carolina
$219K – – –
LWANC
200
Laurel Wealth Advisors (North Carolina)
North Carolina
$219K – – –
6 7
8
9 10