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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

197 hedge funds and large institutions have $757M invested in iShares Morningstar Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 8 closing their positions.

Holders
197
Holders Change
+14
Holders Change %
+7.65%
% of All Funds
3.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
27
Increased
55
Reduced
67
Closed
8
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$16K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$14M
2
Bank of America
2
Bank of America
North Carolina
$39.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.4M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$2.72M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.2M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.7M
2
Jane Street
2
Jane Street
New York
$2.07M
3
W
3
Wealthquest
Ohio
$0
4
LPL Financial
4
LPL Financial
California
$57.4M
5
CT
5
Clearstead Trust
Maine
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
201
Redwood Financial Network
Ohio
– -$297K -6,159 Closed
KFA
202
Kelleher Financial Advisors
New York
– -$251K -5,210 Closed
EGA
203
Eagle Global Advisors
Texas
– -$251K -5,200 Closed
OC
204
Oppenheimer & Co
New York
– -$230K -4,770 Closed
GI
205
Gradient Investments
Minnesota
– -$29K -596 Closed
CAAS
206
Capital Asset Advisory Services
Michigan
– -$5K -105 Closed
OPW
207
Oxler Private Wealth
New York
– -$4K – –
5 6 7 8
9