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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

203 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.21%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
21
Increased
58
Reduced
73
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.2M
2
AWM
2
AE Wealth Management
Kansas
$7.17M
3
S
3
Surevest
California
$5.14M
4
OCM
4
One Capital Management
California
$4.45M
5
GM
5
GeoWealth Management
Illinois
$11.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.7M
3
US Bancorp
3
US Bancorp
Minnesota
$438K
4
EH
4
Equitable Holdings
New York
$204M
5
Ameriprise
5
Ameriprise
Minnesota
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
201
Fortitude Advisory Group
Washington
$2K -$1.25K -20 -38%
COCM
202
Charter Oak Capital Management
New Hampshire
$2K – – –
HNWAG
203
High Net Worth Advisory Group
Florida
$2K – – –
SFS
204
Sowell Financial Services
Arkansas
– -$2.86M -39,766 Closed
Citadel Advisors
205
Citadel Advisors
Florida
– -$1.26M -17,594 Closed
TWP
206
Transparent Wealth Partners
Arkansas
– -$1.1M -15,265 Closed
Renaissance Technologies
207
Renaissance Technologies
New York
– -$718K -10,000 Closed
HWM
208
Howard Wealth Management
Connecticut
– -$691K -9,635 Closed
AA
209
Advisory Alpha
Michigan
– -$587K -8,168 Closed
NA
210
NewEdge Advisors
Louisiana
– -$556K -7,744 Closed
TCWM
211
Total Clarity Wealth Management
Illinois
– -$440K -6,130 Closed
KPW
212
Kore Private Wealth
New York
– -$245K -3,409 Closed
HSWM
213
Hubbell Strickland Wealth Management
Louisiana
– -$235K -3,272 Closed
TI
214
Truepoint Inc
Ohio
– -$219K -3,045 Closed
JLBC
215
J.L. Bainbridge & Co
Florida
– -$217K -3,015 Closed
HFA
216
High Falls Advisors
New York
– -$215K -3,000 Closed
OC
217
Oppenheimer & Co
New York
– -$215K -3,000 Closed
VWA
218
Visionary Wealth Advisors
Illinois
– -$206K -2,866 Closed
SG
219
StoneX Group
New York
– -$201K -2,805 Closed
CWM
220
CarsonAllaria Wealth Management
Illinois
– -$192K -2,673 Closed
CA
221
Cornerstone Advisory
Maryland
– -$180K -2,500 Closed
William Blair & Company
222
William Blair & Company
Illinois
– -$29K -400 Closed
SWM
223
Selective Wealth Management
Virginia
– -$18K -255 Closed
MFT
224
Moisand Fitzgerald Tamayo
Florida
– -$18K -250 Closed
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