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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

217 hedge funds and large institutions have $956M invested in iShares Morningstar Growth ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
217
Holders Change
+13
Holders Change %
+6.37%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
28
Increased
61
Reduced
75
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$28.8M
2
AWM
2
AE Wealth Management
Kansas
$9.24M
3
SWM
3
Sanctuary Wealth Management
Idaho
$3.98M
4
LPL Financial
4
LPL Financial
California
$70.6M
5
EST
5
EA Series Trust
Pennsylvania
$1.94M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.05M
2
EH
2
Equitable Holdings
New York
$204M
3
Bank of America
3
Bank of America
North Carolina
$40M
4
CT
4
Clearstead Trust
Maine
$48.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$74.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$204M 3,265,338 -147,200 -4%
Morgan Stanley
2
Morgan Stanley
New York
$74.4M 1,192,854 -41,085 -3%
LPL Financial
3
LPL Financial
California
$70.6M 1,132,062 +38,706 +4%
CT
4
Clearstead Trust
Maine
$48.3M 774,478 -46,717 -6%
Wells Fargo
5
Wells Fargo
California
$48.1M 771,520 -18,352 -2%
FWP
6
FAS Wealth Partners
Kansas
$44.2M 708,369 +14,118 +2%
Bank of America
7
Bank of America
North Carolina
$40M 641,976 -125,459 -16%
Ameriprise
8
Ameriprise
Minnesota
$28.8M 462,670 +123,711 +36%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$22.1M 354,628 +17,125 +5%
AAS
10
Avantax Advisory Services
Texas
$22.1M 354,124 -2,224 -0.6%
UBS Group
11
UBS Group
Switzerland
$21.9M 351,912 -3,642 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$16.8M 269,541 -30,152 -10%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$12.7M 204,118 +8,137 +4%
MML Investors Services
14
MML Investors Services
Massachusetts
$12.3M 196,566 +8,105 +4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$12M 192,025 +19,176 +11%
KJWM
16
Kiley Juergens Wealth Management
Washington
$9.85M 158,071 -2,529 -2%
AWM
17
AE Wealth Management
Kansas
$9.24M 148,197 +71,485 +93%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.1M 145,948 +3,560 +3%
SFG
19
Sunburst Financial Group
Alabama
$9.05M 145,103 -1,438 -1%
CWM
20
Cornerstone Wealth Management
Missouri
$7.45M 119,448 +2,083 +2%
Corient Private Wealth
21
Corient Private Wealth
Florida
$7M 112,239 -4,948 -4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.8M 109,054 -5,355 -5%
AWM
23
Aspire Wealth Management
Massachusetts
$6.27M 100,649 -61 -0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.05M 97,014 -160,594 -62%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.64M 74,476 -2,482 -3%
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