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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

281 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
52
Increased
74
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.7M
4
CA
4
CoreCap Advisors
Michigan
$6.68M
5
P
5
&Partners
Tennessee
$4.62M

Top Sellers

1
EH
1
Equitable Holdings
New York
$247M
2
Wells Fargo
2
Wells Fargo
California
$60.7M
3
EFG
3
Ethos Financial Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$50M
5
FWP
5
FAS Wealth Partners
Kansas
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
176
Paragon Capital Management (Colorado)
Colorado
$392K -$14.8K -165 -4%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$390K +$179 +2 +0%
MA
178
Mutual Advisors
Nebraska
$384K -$4.43K -49 -1%
REMPR
179
Roof Eidam Maycock Peralta (REMP)
California
$381K – – –
LWM
180
LJI Wealth Management
Indiana
$380K – – –
SPWG
181
Syntegra Private Wealth Group
Missouri
$373K – – –
SAM
182
Smartleaf Asset Management
Massachusetts
$372K +$372K +4,116 New
AAS
183
Annex Advisory Services
Wisconsin
$370K – – –
CB
184
Commerce Bank
Missouri
$369K – – –
IA
185
IFG Advisory
Georgia
$348K +$348K +3,886 New
SFA
186
Sequoia Financial Advisors
Ohio
$337K -$986 -11 -0.3%
GS
187
GWN Securities
Florida
$332K +$332K +3,700 New
JWCA
188
J.W. Cole Advisors
Florida
$327K +$11.2K +125 +4%
PIC
189
Platt Investment Counsel
Florida
$326K -$5.38K -60 -2%
KFI
190
Key Financial Inc
Pennsylvania
$315K +$21.6K +241 +7%
FTUS
191
Flow Traders U.S.
New York
$312K +$312K +3,484 New
FIC
192
Family Investment Center
Missouri
$311K – – –
GHAM
193
Gilman Hill Asset Management
Connecticut
$310K – – –
EGA
194
Eagle Global Advisors
Texas
$306K +$29.6K +330 +11%
MCM
195
Mainstay Capital Management
Michigan
$303K – – –
IAIM
196
International Assets Investment Management
Florida
$297K +$297K +3,316 New
OC
197
Opinicus Capital
Florida
$292K -$53.5K -597 -15%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$291K – – –
GM
199
GeoWealth Management
Illinois
$290K -$491K -5,477 -63%
EAM
200
Evanson Asset Management
California
$278K – – –
6 7
8
9 10