ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

252 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 30 closing their positions.

Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
36
Increased
71
Reduced
76
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$40.6M
2
EH
2
Equitable Holdings
New York
$249M
3
Bank of America
3
Bank of America
North Carolina
$55.7M
4
PAG
4
Private Advisor Group
New Jersey
$11.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24M

Top Sellers

1
TCMP
1
Thrive Capital Management (Pennsylvania)
Pennsylvania
$0
2
SWM
2
Sanctuary Wealth Management
Idaho
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$996K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.42M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.69M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$249M 3,056,313 +231,886 +8%
Morgan Stanley
2
Morgan Stanley
New York
$117M 1,435,470 +41,850 +3%
LPL Financial
3
LPL Financial
California
$111M 1,361,772 +98,743 +8%
Wells Fargo
4
Wells Fargo
California
$63.9M 785,400 +68,809 +10%
Bank of America
5
Bank of America
North Carolina
$55.7M 684,284 +110,748 +19%
FWP
6
FAS Wealth Partners
Kansas
$53.7M 659,598 +549 +0.1%
AI
7
AdvisorShares Investments
Maryland
$40.6M 495,156 +495,156 New
CT
8
Clearstead Trust
Maine
$39.6M 486,603 -19,572 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$38.5M 472,360 +30,539 +7%
AAS
10
Avantax Advisory Services
Texas
$30.6M 375,704 +13,669 +4%
Ameriprise
11
Ameriprise
Minnesota
$29.5M 361,705 -29,857 -8%
UBS Group
12
UBS Group
Switzerland
$25.9M 317,822 +507 +0.2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$24M 295,269 +106,146 +56%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$23.3M 286,138 +17,732 +7%
MML Investors Services
15
MML Investors Services
Massachusetts
$20.6M 253,357 +15,847 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$15.4M 189,106 -25,329 -12%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$12.6M 154,637 -1,987 -1%
KJWM
18
Kiley Juergens Wealth Management
Washington
$12.4M 151,781 -3,192 -2%
PAG
19
Private Advisor Group
New Jersey
$11.1M 136,803 +109,161 +395%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.3M 125,994 +7,716 +7%
LWM
21
LongView Wealth Management
Georgia
$10.1M 123,747 +11,560 +10%
Corient Private Wealth
22
Corient Private Wealth
Florida
$9.67M 118,385 -1,278 -1%
CWM
23
Cornerstone Wealth Management
Missouri
$9.39M 115,375 -1,522 -1%
WIA
24
World Investment Advisors
California
$8.91M 109,403 +3,516 +3%
RJA
25
Raymond James & Associates
Florida
$8.14M 99,945 +11,036 +12%
1
2 3 4 5