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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

193 hedge funds and large institutions have $806M invested in iShares Morningstar Growth ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 28 closing their positions.

Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
18
Increased
51
Reduced
68
Closed
28
Calls
$221K
Puts
–
Net Calls
+$221K
Net Calls Change
+$221K

Top Buyers

1
W
1
Wealthquest
Ohio
$35.6M
2
EH
2
Equitable Holdings
New York
$166M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.31M
4
LPL Financial
4
LPL Financial
California
$62.6M
5
CAN
5
Cetera Advisor Networks
California
$4.56M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$16.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.67M
4
AWM
4
AE Wealth Management
Kansas
$0
5
Bank of America
5
Bank of America
North Carolina
$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RL
201
Retireful LLC
Michigan
– -$621K -10,925 Closed
BC
202
Bowman & Company
Wisconsin
– -$523K -8,045 Closed
SOS
203
Silver Oak Securities
Tennessee
– -$453K -7,269 Closed
RW
204
Rede Wealth
Virginia
– -$391K -6,010 Closed
SFA
205
Sequoia Financial Advisors
Ohio
– -$354K -5,445 Closed
IA
206
IFG Advisory
Georgia
– -$317K -4,888 Closed
PAG
207
Paladin Advisory Group
Iowa
– -$287K -4,415 Closed
LWAC
208
Laurel Wealth Advisors (California)
California
– -$241K -3,708 Closed
FHA
209
Flagship Harbor Advisors
Massachusetts
– -$235K -3,617 Closed
EB
210
Eastern Bank
Massachusetts
– -$218K -3,354 Closed
SXL
211
Summit X LLC
Missouri
– -$215K -3,302 Closed
KWM
212
Kaydan Wealth Management
Michigan
– -$202K -3,105 Closed
CF
213
Centaurus Financial
California
– -$165K -2,544 Closed
MFA
214
McClarren Financial Advisors
Pennsylvania
– -$135K -2,084 Closed
Koshinski Asset Management
215
Koshinski Asset Management
Illinois
– -$134K -2,055 Closed
PFS
216
Prospera Financial Services
Texas
– -$56K -860 Closed
LAS
217
Lloyd Advisory Services
Georgia
– -$20K -314 Closed
NFSG
218
Newbridge Financial Services Group
Florida
– -$7K -101 Closed
MCC
219
Money Concepts Capital
Florida
– -$3K -45 Closed
HNWAG
220
High Net Worth Advisory Group
Florida
– -$2K -35 Closed
FAG
221
Fortitude Advisory Group
Washington
– -$2K -32 Closed
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