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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

281 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
52
Increased
74
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.7M
4
CA
4
CoreCap Advisors
Michigan
$6.68M
5
P
5
&Partners
Tennessee
$4.62M

Top Sellers

1
EH
1
Equitable Holdings
New York
$247M
2
Wells Fargo
2
Wells Fargo
California
$60.7M
3
EFG
3
Ethos Financial Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$50M
5
FWP
5
FAS Wealth Partners
Kansas
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
201
Kelman-Lazarov Inc
Tennessee
$265K – – –
FHC
202
First Heartland Consultants
Missouri
$263K +$358 +4 +0.1%
DWM
203
Destination Wealth Management
California
$263K – – –
SXL
204
Summit X LLC
Missouri
$260K +$13.8K +154 +6%
SG
205
StoneX Group
New York
$252K +$448 +5 +0.2%
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$251K +$251K +2,789 New
EWA
207
EP Wealth Advisors
California
$248K – – –
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$247K -$18.8K -210 -7%
KWM
209
Kaydan Wealth Management
Michigan
$246K +$90 +1 +0%
SWA
210
SOA Wealth Advisors
New York
$243K +$90 +1 +0%
FA
211
Fiduciary Alliance
South Carolina
$241K +$4.03K +45 +2%
PAS
212
Park Avenue Securities
New York
$241K +$241K +2,686 New
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$236K -$206K -2,294 -47%
CA
214
Cornerstone Advisory
Maryland
$234K +$374 +4 +0.2%
LWANC
215
Laurel Wealth Advisors (North Carolina)
North Carolina
$233K – – –
NFG
216
Nations Financial Group
Iowa
$230K +$90 +1 +0%
BSCCG
217
Blue Sky Capital Consultants Group
California
$228K +$228K +2,545 New
MG
218
McHugh Group
Ohio
$227K +$227K +2,530 New
SF
219
Synovus Financial
Georgia
$227K – – –
EAM
220
Everstar Asset Management
North Carolina
$226K – – –
SWA
221
Stratos Wealth Advisors
Ohio
$225K +$358 +4 +0.2%
JWM
222
JGP Wealth Management
Oregon
$225K +$225K +2,507 New
MC
223
Mathes Company
New York
$224K – – –
FIB
224
First Interstate Bank
Montana
$224K – – –
Jones Financial Companies
225
Jones Financial Companies
Missouri
$224K +$49.6K +554 +28%
7 8
9
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