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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

203 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 21 closing their positions.

Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.21%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
21
Increased
58
Reduced
73
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.2M
2
AWM
2
AE Wealth Management
Kansas
$7.17M
3
S
3
Surevest
California
$5.14M
4
OCM
4
One Capital Management
California
$4.45M
5
GM
5
GeoWealth Management
Illinois
$11.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.7M
3
US Bancorp
3
US Bancorp
Minnesota
$438K
4
EH
4
Equitable Holdings
New York
$204M
5
Ameriprise
5
Ameriprise
Minnesota
$36.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$204M 3,133,643 -53,600 -2%
Morgan Stanley
2
Morgan Stanley
New York
$79.2M 1,218,091 +126,877 +12%
LPL Financial
3
LPL Financial
California
$78.6M 1,209,990 -12,825 -1%
Bank of America
4
Bank of America
North Carolina
$63.1M 970,803 -188,540 -16%
CA
5
Clearstead Advisors
Ohio
$56.4M 867,548 +12,360 +1%
FWP
6
FAS Wealth Partners
Kansas
$53.4M 822,200 +36,326 +5%
Wells Fargo
7
Wells Fargo
California
$49.5M 761,621 +7,708 +1%
Ameriprise
8
Ameriprise
Minnesota
$36.3M 559,162 -52,553 -9%
Osaic Holdings
9
Osaic Holdings
Arizona
$33.9M 529,723 -19,785 -4%
UBS Group
10
UBS Group
Switzerland
$26.2M 402,465 +8,478 +2%
AAS
11
Avantax Advisory Services
Texas
$20.3M 311,698 +8,017 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.1M 293,751 +8,187 +3%
MML Investors Services
13
MML Investors Services
Massachusetts
$17.6M 271,014 -3,587 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.6M 255,959 -8,123 -3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$15.5M 238,393 -12,220 -5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$13M 199,791 +15,628 +8%
GM
17
GeoWealth Management
Illinois
$11.7M 179,929 +65,961 +58%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$11.1M 170,514 +4,347 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10.7M 164,514 -122,241 -43%
KJWM
20
Kiley Juergens Wealth Management
Washington
$10.6M 162,655 -32,452 -17%
AWA
21
Arkadios Wealth Advisors
Georgia
$8.17M 125,751 +23,817 +23%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.71M 118,585 -1,473 -1%
AWM
23
AE Wealth Management
Kansas
$7.17M 110,243 +106,882 +3,180%
AWM
24
Aspire Wealth Management
Massachusetts
$6.83M 105,142 +3,301 +3%
CWM
25
Cornerstone Wealth Management
Missouri
$6.08M 93,518 +6,483 +7%
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