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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.29B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 94 reducing their positions, and 18 closing their positions.

Holders
250
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
57
Reduced
94
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$7.28M
2
ACA
2
Aptus Capital Advisors
Alabama
$7.15M
3
MCC
3
Money Concepts Capital
Florida
$6.58M
4
JSA
4
Jim Saulnier & Associates
Colorado
$2.57M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.6M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$845K
2
AI
2
AdvisorShares Investments
Maryland
$0
3
WIA
3
World Investment Advisors
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$2.61M
5
LPL Financial
5
LPL Financial
California
$106M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$250M 2,980,048 -76,265 -2%
Morgan Stanley
2
Morgan Stanley
New York
$121M 1,438,111 +2,641 +0.2%
LPL Financial
3
LPL Financial
California
$106M 1,256,339 -105,433 -8%
Wells Fargo
4
Wells Fargo
California
$64.8M 771,455 -13,945 -2%
FWP
5
FAS Wealth Partners
Kansas
$54.3M 646,053 -13,545 -2%
Bank of America
6
Bank of America
North Carolina
$51.8M 616,527 -67,757 -10%
CT
7
Clearstead Trust
Maine
$40.6M 483,165 -3,438 -0.7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$38.7M 460,653 -11,707 -2%
AAS
9
Avantax Advisory Services
Texas
$31.7M 377,619 +1,915 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$28.7M 341,009 -20,696 -6%
UBS Group
11
UBS Group
Switzerland
$26.7M 317,420 -402 -0.1%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$25.4M 301,665 +15,527 +5%
MML Investors Services
13
MML Investors Services
Massachusetts
$22.7M 270,194 +16,837 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$20M 237,507 -57,762 -20%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$13M 154,146 -491 -0.3%
KJWM
16
Kiley Juergens Wealth Management
Washington
$12.5M 149,015 -2,766 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.6M 137,808 -51,298 -27%
LWM
18
LongView Wealth Management
Georgia
$11.5M 137,410 +13,663 +11%
CWM
19
Cornerstone Wealth Management
Missouri
$10.1M 120,100 +4,725 +4%
Corient Private Wealth
20
Corient Private Wealth
Florida
$8.63M 102,718 -15,667 -13%
PCIA
21
Prime Capital Investment Advisors
Kansas
$8.39M 99,858 +6,223 +7%
AWM
22
Aspire Wealth Management
Massachusetts
$8.3M 98,778 +133 +0.1%
RJA
23
Raymond James & Associates
Florida
$8.27M 98,449 -1,496 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.96M 94,755 +3,552 +4%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$7.62M 90,729 -572 -0.6%
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