iShares Morningstar Growth ETF
ILCG
252 hedge funds and large institutions have $1.23B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 8 closing their positions.
275% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 8
8% more funds holding
Funds holding: 234 → 252 (+18)
7% more capital invested
Capital invested by funds: $1.15B → $1.23B (+$76.1M)
0.56% less ownership
Funds ownership: 60.2% → 59.64% (-0.56%)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
17% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
+$65.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.8M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$7.63M |
| 4 |
Goldman Sachs
New York
|
+$7.52M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$99.8M |
| 2 |
EH
Equitable Holdings
New York
|
-$26.2M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.79M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.3M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$2.11M |
ILCG Hedge Fund Activity: Q1 2024 in Review
252 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2024, worth a combined $1.23B — up 6.6% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new ILCG positions and 8 closed out — a net gain of 22 holders — while 74 added to existing stakes and 89 trimmed.
The largest buyer was Thrive Capital Management (Pennsylvania), opening a new position worth an estimated $65.7M. The largest seller was Morgan Stanley, cutting an estimated $99.8M.
- 252 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2024, up from 234 in Q4 2023.
- Funds reported $1.23B of iShares Morningstar Growth ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
- 30 funds opened new iShares Morningstar Growth ETF positions in Q1 2024 and 8 closed out, a net change of +22 holders.
- The largest iShares Morningstar Growth ETF buyer in Q1 2024 was Thrive Capital Management (Pennsylvania), an estimated $65.7M added.
- The largest iShares Morningstar Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $99.8M sold.
Based on aggregated 13F filings for Q1 2024.