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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

214 hedge funds and large institutions have $936M invested in iShares Morningstar Growth ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
21
Increased
49
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
$36.6M
2
Morgan Stanley
Morgan Stanley
New York
$80.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.61M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.99M

Top Sellers

1
CT
Clearstead Trust
Maine
$36.6M
2
AWM
AE Wealth Management
Kansas
$225K
3
Ameriprise
Ameriprise
Minnesota
$22.1M
4
EH
Equitable Holdings
New York
$190M
5
SWM
Sanctuary Wealth Management
Idaho
$1.01K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$26.4K – – –
GJIA
202
Glass Jacobson Investment Advisors
Maryland
$25.7K – – –
SN
203
Sittner & Nelson
Oregon
$23.4K – – –
BF
204
BOK Financial
Oklahoma
$21.7K +$21.7K +370 New
FCA
205
FinTrust Capital Advisors
South Carolina
$21.2K – – –
JFA
206
JNBA Financial Advisors
Minnesota
$16.6K – – –
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$16.3K – – –
FAM
208
Flaharty Asset Management
Florida
$14.9K +$14.9K +250 New
PA
209
PSI Advisors
Florida
$14.4K – – –
FIA
210
FNY Investment Advisers
New York
$11K +$11K +200 New
AIC
211
Archer Investment Corporation
Indiana
$9.54K – – –
AssetMark Inc
212
AssetMark Inc
California
$5.07K -$1.15M -19,228 -100%
SWM
213
Sanctuary Wealth Management
Idaho
$1.01K -$3.81M -63,843 -100%
AA
214
Addison Advisors
Vermont
$239 – – –
HNB
215
Huntington National Bank
Ohio
$60 -$62 – –
SFS
216
Sowell Financial Services
Arkansas
– -$2.68M -43,009 Closed
EF
217
Empowered Funds
Pennsylvania
– -$1.94M -31,059 Closed
CA
218
CoreCap Advisors
Michigan
– -$1.72M -27,515 Closed
FIM
219
Freedom Investment Management
Connecticut
– -$734K -11,775 Closed
WA
220
Win Advisors
Florida
– -$492K -10,048 Closed
VAS
221
Vestmark Advisory Solutions
Massachusetts
– -$615K -9,865 Closed
FEM
222
Fulcrum Equity Management
Texas
– -$493K -7,906 Closed
MHS
223
M Holdings Securities
Oregon
– -$451K -7,230 Closed
SC
224
Scotia Capital
Ontario, Canada
– -$440K -7,053 Closed
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
– -$439K -7,041 Closed
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