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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.29B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
57
Reduced
94
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$7.28M
2
ACA
2
Aptus Capital Advisors
Alabama
$7.15M
3
MCC
3
Money Concepts Capital
Florida
$6.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.6M
5
SC
5
Savant Capital
Illinois
$3.36M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$845K
2
AI
2
AdvisorShares Investments
Maryland
$0
3
WIA
3
World Investment Advisors
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$2.61M
5
LPL Financial
5
LPL Financial
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
201
Nations Financial Group
Iowa
$215K +$168 +2 +0.1%
PCS
202
Personal CFO Solutions
New Jersey
$213K – – –
SF
203
Synovus Financial
Georgia
$213K – – –
EAM
204
Everstar Asset Management
North Carolina
$212K +$212K +2,525 New
SWA
205
Stratos Wealth Advisors
Ohio
$211K +$336 +4 +0.2%
CA
206
Cornerstone Advisory
Maryland
$210K +$336 +4 +0.2%
SWAG
207
Spectrum Wealth Advisory Group
California
$210K – – –
FIB
208
First Interstate Bank
Montana
$210K – – –
MC
209
Mathes Company
New York
$210K +$210K +2,500 New
EB
210
Eastern Bank
Massachusetts
$209K -$6.81K -81 -3%
Cerity Partners
211
Cerity Partners
New York
$207K -$463K -5,509 -69%
HIA
212
Harbor Investment Advisory
Maryland
$189K – – –
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$166K – – –
Jones Financial Companies
214
Jones Financial Companies
Missouri
$163K +$81.8K +976 +101%
CA
215
Crewe Advisors
Utah
$158K – – –
AF
216
Allworth Financial
California
$147K – – –
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$142K – – –
CMA
218
Cedar Mountain Advisors
Oregon
$139K -$588 -7 -0.4%
TFGT
219
TS Financial Group (TSFG)
Illinois
$109K – – –
HBW
220
Hazlett, Burt & Watson
West Virginia
$100K – – –
US Bancorp
221
US Bancorp
Minnesota
$95.2K – – –
MWM
222
MGB Wealth Management
Texas
$84K – – –
AWM
223
Avior Wealth Management
Nebraska
$83.6K – – –
UB
224
UMB Bank
Missouri
$82.1K – – –
CFGS
225
Concourse Financial Group Securities
Alabama
$81.5K – – –
7 8
9
10 11