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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

204 hedge funds and large institutions have $841M invested in iShares Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 12 closing their positions.

Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
56
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$6.5M
2
AWM
2
AE Wealth Management
Kansas
$4.25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.88M
4
SFC
4
Strategic Financial Concepts
Texas
$3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.89M
2
LPL Financial
2
LPL Financial
California
$60.5M
3
Ameriprise
3
Ameriprise
Minnesota
$18.8M
4
Bank of America
4
Bank of America
North Carolina
$42.5M
5
Wells Fargo
5
Wells Fargo
California
$43.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$189M 3,412,538 -26,200 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$68.3M 1,233,939 -22,542 -2%
LPL Financial
3
LPL Financial
California
$60.5M 1,093,356 -86,320 -7%
CT
4
Clearstead Trust
Maine
$45.5M 821,195 -2,000 -0.2%
Wells Fargo
5
Wells Fargo
California
$43.7M 789,872 -47,700 -6%
Bank of America
6
Bank of America
North Carolina
$42.5M 767,435 -48,007 -6%
FWP
7
FAS Wealth Partners
Kansas
$38.4M 694,251 +2,208 +0.3%
AAS
8
Avantax Advisory Services
Texas
$19.7M 356,348 +27,764 +8%
UBS Group
9
UBS Group
Switzerland
$19.7M 355,554 +380 +0.1%
Ameriprise
10
Ameriprise
Minnesota
$18.8M 338,959 -49,898 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$16.6M 299,693 -21,281 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.3M 257,608 +24,216 +10%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$10.8M 195,981 -13,769 -7%
MML Investors Services
14
MML Investors Services
Massachusetts
$10.4M 188,461 +13,190 +8%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$9.57M 172,849 +1,174 +0.7%
KJWM
16
Kiley Juergens Wealth Management
Washington
$8.89M 160,600 -7,935 -5%
SFG
17
Sunburst Financial Group
Alabama
$8.11M 146,541 +2,145 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.88M 142,388 +69,480 +95%
CWM
19
Cornerstone Wealth Management
Missouri
$6.5M 117,365 +117,365 New
Corient Private Wealth
20
Corient Private Wealth
Florida
$6.49M 117,187 +26,758 +30%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.33M 114,409 -24,551 -18%
AWM
22
Aspire Wealth Management
Massachusetts
$5.58M 100,710 -3,358 -3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.89M 88,348 -199,562 -69%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.26M 76,958 -8,841 -10%
AWM
25
AE Wealth Management
Kansas
$4.25M 76,712 +76,712 New
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