ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.22B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
29
Increased
74
Reduced
88
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$47M
2
LPL Financial
LPL Financial
California
$95.3M
3
WIA
World Investment Advisors
California
$7.99M
4
Goldman Sachs
Goldman Sachs
New York
$8.45M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$12.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$105M
2
EH
Equitable Holdings
New York
$213M
3
GM
GeoWealth Management
Illinois
$381K
4
UBS Group
UBS Group
Switzerland
$24M
5
WA
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
201
Summit X LLC
Missouri
$207K +$207K +2,745 New
SWA
202
SOA Wealth Advisors
New York
$204K +$75 +1 +0%
EB
203
Eastern Bank
Massachusetts
$201K -$52.5K -696 -21%
LWANC
204
Laurel Wealth Advisors (North Carolina)
North Carolina
$196K – – –
GAA
205
Global Assets Advisory
Florida
$183K +$183K +13,815 New
HIA
206
Harbor Investment Advisory
Maryland
$170K -$22.6K -300 -12%
MFA
207
McClarren Financial Advisors
Pennsylvania
$163K +$2.81K +37 +2%
KFI
208
Key Financial Inc
Pennsylvania
$152K – – –
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$149K – – –
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$145K -$33.8K -448 -19%
CA
211
Crewe Advisors
Utah
$142K – – –
CMA
212
Cedar Mountain Advisors
Oregon
$132K – – –
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$128K +$128K +1,695 New
SL
214
Salomon & Ludwin
Virginia
$108K -$2.87K -38 -3%
CFD
215
Creative Financial Designs
Indiana
$99.8K -$23.6K -313 -19%
TFGT
216
TS Financial Group (TSFG)
Illinois
$98K – – –
US Bancorp
217
US Bancorp
Minnesota
$97.1K -$74.7K -989 -43%
HBW
218
Hazlett, Burt & Watson
West Virginia
$91K – – –
SAM
219
Smartleaf Asset Management
Massachusetts
$86.5K +$86.5K +1,144 New
AssetMark Inc
220
AssetMark Inc
California
$84.2K -$1.61M -21,378 -95%
PB
221
Pinnacle Bancorp
Nebraska
$84.2K +$75 +1 +0.1%
MWM
222
MGB Wealth Management
Texas
$75.5K – – –
NF
223
Norwood Financial
Pennsylvania
$75.5K – – –
AWM
224
Avior Wealth Management
Nebraska
$75.1K – – –
UB
225
UMB Bank
Missouri
$73.7K – – –
7 8
9
10 11