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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

193 hedge funds and large institutions have $806M invested in iShares Morningstar Growth ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 28 closing their positions.

Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
18
Increased
51
Reduced
68
Closed
28
Calls
$221K
Puts
–
Net Calls
+$221K
Net Calls Change
+$221K

Top Buyers

1
W
1
Wealthquest
Ohio
$35.6M
2
EH
2
Equitable Holdings
New York
$166M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.31M
4
LPL Financial
4
LPL Financial
California
$62.6M
5
CAN
5
Cetera Advisor Networks
California
$4.56M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$16.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.67M
4
AWM
4
AE Wealth Management
Kansas
$0
5
Bank of America
5
Bank of America
North Carolina
$43.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$166M 3,310,338 +176,695 +6%
LPL Financial
2
LPL Financial
California
$62.6M 1,248,894 +38,904 +3%
Morgan Stanley
3
Morgan Stanley
New York
$59.3M 1,183,355 -34,736 -3%
Bank of America
4
Bank of America
North Carolina
$43.1M 861,441 -109,362 -11%
CA
5
Clearstead Advisors
Ohio
$43M 858,882 -8,666 -1%
FWP
6
FAS Wealth Partners
Kansas
$41.6M 831,269 +9,069 +1%
Wells Fargo
7
Wells Fargo
California
$38M 757,711 -3,910 -0.5%
W
8
Wealthquest
Ohio
$35.6M 709,769 +709,769 New
Osaic Holdings
9
Osaic Holdings
Arizona
$24M 478,168 -51,555 -10%
UBS Group
10
UBS Group
Switzerland
$17.7M 354,238 -48,227 -12%
Ameriprise
11
Ameriprise
Minnesota
$16.7M 332,795 -226,367 -40%
AAS
12
Avantax Advisory Services
Texas
$15.1M 300,904 -10,794 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$13M 259,998 +4,039 +2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$11.7M 233,713 -4,680 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$10.4M 207,912 -63,102 -23%
KJWM
16
Kiley Juergens Wealth Management
Washington
$8.86M 176,800 +14,145 +9%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$8.53M 170,286 -228 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.18M 143,254 -21,260 -13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.93M 118,431 -154 -0.1%
CWM
20
Cornerstone Wealth Management
Missouri
$5.71M 113,960 +20,442 +22%
AWA
21
Arkadios Wealth Advisors
Georgia
$5.51M 110,078 -15,673 -12%
AWM
22
Aspire Wealth Management
Massachusetts
$5.29M 105,696 +554 +0.5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.67M 93,256 -200,495 -68%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.67M 93,221 -106,570 -53%
CAN
25
Cetera Advisor Networks
California
$4.56M 90,950 +34,640 +62%
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