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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

281 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 15 closing their positions.

Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
52
Increased
74
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.7M
4
CA
4
CoreCap Advisors
Michigan
$6.68M
5
P
5
&Partners
Tennessee
$4.62M

Top Sellers

1
EH
1
Equitable Holdings
New York
$247M
2
Wells Fargo
2
Wells Fargo
California
$60.7M
3
EFG
3
Ethos Financial Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$50M
5
FWP
5
FAS Wealth Partners
Kansas
$53.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$247M 2,753,845 -226,203 -8%
Morgan Stanley
2
Morgan Stanley
New York
$129M 1,439,568 +1,457 +0.1%
LPL Financial
3
LPL Financial
California
$127M 1,418,807 +162,468 +13%
Wells Fargo
4
Wells Fargo
California
$60.7M 677,733 -93,722 -12%
FWP
5
FAS Wealth Partners
Kansas
$53.1M 592,467 -53,586 -8%
Bank of America
6
Bank of America
North Carolina
$50M 557,958 -58,569 -9%
CT
7
Clearstead Trust
Maine
$43.3M 483,026 -139 -0%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$37.6M 419,626 -41,027 -9%
AAS
9
Avantax Advisory Services
Texas
$33.8M 377,500 -119 -0%
Ameriprise
10
Ameriprise
Minnesota
$32M 357,235 +16,226 +5%
UBS Group
11
UBS Group
Switzerland
$28.1M 313,568 -3,852 -1%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$27.9M 311,597 +9,932 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$27.4M 305,784 +305,784 New
MML Investors Services
14
MML Investors Services
Massachusetts
$24.8M 277,029 +6,835 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$21.4M 238,602 +143,847 +152%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$14.7M 164,420 +88,641 +117%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$13.6M 151,307 -2,839 -2%
KJWM
18
Kiley Juergens Wealth Management
Washington
$13.3M 148,317 -698 -0.5%
LWM
19
LongView Wealth Management
Georgia
$12.8M 142,676 +5,266 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.6M 140,309 +2,501 +2%
CWM
21
Cornerstone Wealth Management
Missouri
$10.8M 120,602 +502 +0.4%
Corient Private Wealth
22
Corient Private Wealth
Florida
$10.7M 119,672 +16,954 +17%
PCIA
23
Prime Capital Investment Advisors
Kansas
$9.62M 107,379 +7,521 +8%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$8.69M 97,017 +6,288 +7%
Mariner
25
Mariner
Kansas
$8.55M 95,405 +7,489 +9%
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