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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

214 hedge funds and large institutions have $936M invested in iShares Morningstar Growth ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 70 reducing their positions, and 23 closing their positions.

Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
21
Increased
49
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$36.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.61M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.99M

Top Sellers

1
CT
1
Clearstead Trust
Maine
$36.6M
2
AWM
2
AE Wealth Management
Kansas
$225K
3
Ameriprise
3
Ameriprise
Minnesota
$22.1M
4
EH
4
Equitable Holdings
New York
$190M
5
SWM
5
Sanctuary Wealth Management
Idaho
$1.01K
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$190M 3,188,526 -76,812 -2%
Morgan Stanley
2
Morgan Stanley
New York
$80.3M 1,346,270 +153,416 +13%
LPL Financial
3
LPL Financial
California
$67.9M 1,138,571 +6,509 +0.6%
Wells Fargo
4
Wells Fargo
California
$44.8M 750,248 -21,272 -3%
FWP
5
FAS Wealth Partners
Kansas
$42.3M 708,476 +107 +0%
CT
6
Clearstead Trust
Maine
$36.6M 614,062 -160,416 -21%
CA
7
Clearstead Advisors
Ohio
$36.6M 614,062 +614,062 New
Bank of America
8
Bank of America
North Carolina
$36.2M 606,129 -35,847 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$22.5M 377,964 +23,336 +7%
Ameriprise
10
Ameriprise
Minnesota
$22.1M 370,636 -92,034 -20%
AAS
11
Avantax Advisory Services
Texas
$21.4M 357,956 +3,832 +1%
UBS Group
12
UBS Group
Switzerland
$20.7M 346,279 -5,633 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$16.9M 282,703 +13,162 +5%
MML Investors Services
14
MML Investors Services
Massachusetts
$12.2M 204,232 +7,666 +4%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$12M 201,715 -2,403 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$11M 184,896 +75,842 +70%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9.99M 167,437 +70,423 +73%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$9.86M 165,374 -26,651 -14%
KJWM
19
Kiley Juergens Wealth Management
Washington
$9.39M 157,335 -736 -0.5%
SFG
20
Sunburst Financial Group
Alabama
$8.38M 140,491 -4,612 -3%
CWM
21
Cornerstone Wealth Management
Missouri
$7.16M 119,987 +539 +0.5%
Corient Private Wealth
22
Corient Private Wealth
Florida
$6.59M 110,388 -1,851 -2%
AWM
23
Aspire Wealth Management
Massachusetts
$5.98M 100,273 -376 -0.4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.1M 85,520 -60,428 -41%
DWMG
25
DB Wealth Management Group
California
$4.94M 82,774 +52,454 +173%
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