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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

183 hedge funds and large institutions have $744M invested in iShares Morningstar Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
183
Holders Change
-10
Holders Change %
-5.18%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
7
Increased
52
Reduced
63
Closed
16
Calls
$207K
Puts
–
Net Calls
+$207K
Net Calls Change
-$14K

Top Buyers

1
CT
1
Clearstead Trust
Maine
$41.4M
2
Jane Street
2
Jane Street
New York
$7.83M
3
EH
3
Equitable Holdings
New York
$166M
4
MFG
4
Merit Financial Group
Georgia
$2.39M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.47M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
W
2
Wealthquest
Ohio
$2.75M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
Bank of America
4
Bank of America
North Carolina
$34.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.79M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$166M 3,438,638 +128,300 +4%
LPL Financial
2
LPL Financial
California
$58.8M 1,218,080 -30,814 -2%
Morgan Stanley
3
Morgan Stanley
New York
$58.3M 1,208,180 +24,825 +2%
CT
4
Clearstead Trust
Maine
$41.4M 857,979 +857,979 New
FWP
5
FAS Wealth Partners
Kansas
$41.4M 857,619 +26,350 +3%
Wells Fargo
6
Wells Fargo
California
$37.9M 785,257 +27,546 +4%
Bank of America
7
Bank of America
North Carolina
$34.8M 721,872 -139,569 -16%
Ameriprise
8
Ameriprise
Minnesota
$17.9M 367,455 +34,660 +10%
UBS Group
9
UBS Group
Switzerland
$17.5M 363,612 +9,374 +3%
AAS
10
Avantax Advisory Services
Texas
$14.8M 306,245 +5,341 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$14M 290,629 -187,539 -39%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.5M 258,329 -1,669 -0.6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$11.4M 236,244 +2,531 +1%
MML Investors Services
14
MML Investors Services
Massachusetts
$9M 186,417 -21,495 -10%
KJWM
15
Kiley Juergens Wealth Management
Washington
$8.43M 174,581 -2,219 -1%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$8.4M 174,118 +3,832 +2%
Jane Street
17
Jane Street
New York
$7.83M 162,178 +143,454 +766%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.96M 144,245 +991 +0.7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.47M 134,028 +40,807 +44%
CWM
20
Cornerstone Wealth Management
Missouri
$6.13M 126,948 +12,988 +11%
S
21
Surevest
California
$5.1M 105,633 +23,755 +29%
AWM
22
Aspire Wealth Management
Massachusetts
$5.09M 105,441 -255 -0.2%
SFG
23
Sunburst Financial Group
Alabama
$4.69M 97,075 +34,354 +55%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.42M 91,576 -1,680 -2%
AWA
25
Arkadios Wealth Advisors
Georgia
$3.81M 78,989 -31,089 -28%
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