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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

233 hedge funds and large institutions have $1.15B invested in iShares Morningstar Growth ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 16 closing their positions.

Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
38
Increased
69
Reduced
73
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$188M
2
SWM
2
Sanctuary Wealth Management
Idaho
$8.46M
3
LWM
3
LongView Wealth Management
Georgia
$6.36M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$18.2M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
CT
2
Clearstead Trust
Maine
$34.5M
3
LPL Financial
3
LPL Financial
California
$71.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.61M
5
FWP
5
FAS Wealth Partners
Kansas
$43.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$216M 3,188,227 -299 -0%
Morgan Stanley
2
Morgan Stanley
New York
$188M 2,778,458 +1,432,188 +106%
LPL Financial
3
LPL Financial
California
$71.7M 1,057,326 -81,245 -7%
Wells Fargo
4
Wells Fargo
California
$49.7M 733,344 -16,904 -2%
FWP
5
FAS Wealth Partners
Kansas
$43.4M 640,321 -68,155 -10%
Bank of America
6
Bank of America
North Carolina
$40.4M 596,327 -9,802 -2%
CT
7
Clearstead Trust
Maine
$34.5M 509,308 -104,754 -17%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$29.5M 435,098 +57,134 +15%
Ameriprise
9
Ameriprise
Minnesota
$26.6M 391,454 +20,818 +6%
AAS
10
Avantax Advisory Services
Texas
$25.4M 374,306 +16,350 +5%
UBS Group
11
UBS Group
Switzerland
$23.7M 349,295 +3,016 +0.9%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$18.2M 268,310 +66,595 +33%
MML Investors Services
13
MML Investors Services
Massachusetts
$15.4M 227,567 +23,335 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$14.9M 219,916 -62,787 -22%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$11.1M 162,968 -2,406 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.8M 158,806 +73,286 +86%
KJWM
17
Kiley Juergens Wealth Management
Washington
$10.6M 156,574 -761 -0.5%
SFG
18
Sunburst Financial Group
Alabama
$9.16M 135,003 -5,488 -4%
SWM
19
Sanctuary Wealth Management
Idaho
$8.46M 124,689 +124,672 +733,365%
Corient Private Wealth
20
Corient Private Wealth
Florida
$8.13M 119,919 +9,531 +9%
CWM
21
Cornerstone Wealth Management
Missouri
$7.74M 114,192 -5,795 -5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.61M 112,139 -72,757 -39%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.49M 110,502 -56,935 -34%
DWMG
24
DB Wealth Management Group
California
$6.92M 102,085 +19,311 +23%
AWM
25
Aspire Wealth Management
Massachusetts
$6.8M 100,331 +58 +0.1%
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