ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

197 hedge funds and large institutions have $757M invested in iShares Morningstar Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 8 closing their positions.

Holders
197
Holders Change
+14
Holders Change %
+7.65%
% of All Funds
3.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
27
Increased
55
Reduced
67
Closed
8
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$16K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$14M
2
Bank of America
2
Bank of America
North Carolina
$39.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.4M
4
IAG
4
Ipsen Advisor Group
Arkansas
$2.81M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$2.72M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.7M
2
Jane Street
2
Jane Street
New York
$2.07M
3
W
3
Wealthquest
Ohio
$0
4
LPL Financial
4
LPL Financial
California
$57.4M
5
CT
5
Clearstead Trust
Maine
$40.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$167M 3,438,738 +100 +0%
Morgan Stanley
2
Morgan Stanley
New York
$61.2M 1,256,481 +48,301 +4%
LPL Financial
3
LPL Financial
California
$57.4M 1,179,676 -38,404 -3%
Wells Fargo
4
Wells Fargo
California
$40.8M 837,572 +52,315 +7%
CT
5
Clearstead Trust
Maine
$40.1M 823,195 -34,784 -4%
Bank of America
6
Bank of America
North Carolina
$39.7M 815,442 +93,570 +13%
FWP
7
FAS Wealth Partners
Kansas
$33.7M 692,043 -165,576 -19%
Ameriprise
8
Ameriprise
Minnesota
$18.9M 388,857 +21,402 +6%
UBS Group
9
UBS Group
Switzerland
$17.3M 355,174 -8,438 -2%
AAS
10
Avantax Advisory Services
Texas
$16M 328,584 +22,339 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.6M 320,974 +30,345 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$15.2M 311,275 +52,946 +20%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$14M 287,910 +153,882 +115%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.4M 233,392 +89,147 +62%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$10.2M 209,750 -26,494 -11%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.53M 175,271 -11,146 -6%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$8.36M 171,675 -2,443 -1%
KJWM
18
Kiley Juergens Wealth Management
Washington
$8.2M 168,535 -6,046 -3%
SFG
19
Sunburst Financial Group
Alabama
$7.03M 144,396 +47,321 +49%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$6.76M 138,960 +47,384 +52%
AWM
21
Aspire Wealth Management
Massachusetts
$5.07M 104,068 -1,373 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.18M 85,799 +7,348 +9%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$3.72M 76,412 -1,945 -2%
IWM
24
IHT Wealth Management
Illinois
$3.61M 74,059 +2,309 +3%
MWM
25
Marietta Wealth Management
Georgia
$3.6M 73,854 +2,421 +3%
1
2 3 4 5