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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.22B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 8 closing their positions.

Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
29
Increased
74
Reduced
88
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
1
Thrive Capital Management (Pennsylvania)
Pennsylvania
$47M
2
LPL Financial
2
LPL Financial
California
$95.3M
3
WIA
3
World Investment Advisors
California
$7.99M
4
Goldman Sachs
4
Goldman Sachs
New York
$8.45M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$105M
2
EH
2
Equitable Holdings
New York
$213M
3
GM
3
GeoWealth Management
Illinois
$381K
4
UBS Group
4
UBS Group
Switzerland
$24M
5
WA
5
Win Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$213M 2,824,427 -363,800 -11%
Morgan Stanley
2
Morgan Stanley
New York
$105M 1,393,620 -1,384,838 -50%
LPL Financial
3
LPL Financial
California
$95.3M 1,263,029 +205,703 +19%
Wells Fargo
4
Wells Fargo
California
$54.1M 716,591 -16,753 -2%
FWP
5
FAS Wealth Partners
Kansas
$49.7M 659,049 +18,728 +3%
TCMP
6
Thrive Capital Management (Pennsylvania)
Pennsylvania
$47M 911,743 +911,743 New
Bank of America
7
Bank of America
North Carolina
$43.3M 573,536 -22,791 -4%
CT
8
Clearstead Trust
Maine
$38.2M 506,175 -3,133 -0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$33.3M 441,821 +6,723 +2%
Ameriprise
10
Ameriprise
Minnesota
$29.5M 391,562 +108 +0%
AAS
11
Avantax Advisory Services
Texas
$27.3M 362,035 -12,271 -3%
UBS Group
12
UBS Group
Switzerland
$24M 317,315 -31,980 -9%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$20.3M 268,406 +96 +0%
MML Investors Services
14
MML Investors Services
Massachusetts
$17.9M 237,510 +9,943 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$16.2M 214,435 -5,481 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$14.3M 189,123 +76,984 +69%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$13.3M 175,806 +17,000 +11%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.5M 165,731 +98,151 +145%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$11.8M 156,624 -6,344 -4%
KJWM
20
Kiley Juergens Wealth Management
Washington
$11.7M 154,973 -1,601 -1%
SWM
21
Sanctuary Wealth Management
Idaho
$10.6M 140,852 +16,163 +13%
Corient Private Wealth
22
Corient Private Wealth
Florida
$9.03M 119,663 -256 -0.2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.93M 118,278 +7,776 +7%
CWM
24
Cornerstone Wealth Management
Missouri
$8.82M 116,897 +2,705 +2%
SFG
25
Sunburst Financial Group
Alabama
$8.53M 113,017 -21,986 -16%
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