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iShares Morningstar Growth ETF
ILCG

254 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, 72 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

9% more capital invested

Capital invested by funds: $1.23B → $1.34B (+$116M)

1% more funds holding

Funds holding: 252 → 254 (+2)

0.21% more ownership

Funds ownership: 59.64% → 59.85% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

6% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 77

Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
36
Increased
72
Reduced
77
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$61.1M
2
AI
AdvisorShares Investments
Maryland
+$37.9M
3
EH
Equitable Holdings
New York
+$17.7M
4
Bank of America
Bank of America
North Carolina
+$8.48M
5
PAG
Private Advisor Group
New Jersey
+$8.36M

Top Sellers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$47M
2
SWM
Sanctuary Wealth Management
Idaho
-$10.6M
3
Goldman Sachs
Goldman Sachs
New York
-$7.63M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.48M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
251
Ashton Thomas Private Wealth
Arizona
$1.63K -$506K -6,608 -100%
AA
252
Addison Advisors
Vermont
$652 – – –
SAM
253
Smartleaf Asset Management
Massachusetts
$574 -$87K -1,137 -99%
FHC
254
First Heartland Consultants
Missouri
$238 +$230 +3 +0.1%
HNB
255
Huntington National Bank
Ohio
$81 – – –
GM
256
GeoWealth Management
Illinois
$33 -$387K -5,052 Closed
TCMP
257
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$47M -911,743 Closed
SWM
258
Sanctuary Wealth Management
Idaho
– -$10.6M -140,852 Closed
CA
259
CoreCap Advisors
Michigan
– -$4.04M -53,530 Closed
AI
260
Atria Investments
North Carolina
– -$1.65M -21,844 Closed
Envestnet Portfolio Solutions
261
Envestnet Portfolio Solutions
Illinois
– -$1.57M -20,797 Closed
FIM
262
Freedom Investment Management
Connecticut
– -$1.47M -19,476 Closed
GAA
263
Global Assets Advisory
Florida
– -$183K -13,815 Closed
FTUS
264
Flow Traders U.S.
New York
– -$779K -10,319 Closed
VAG
265
VisionPoint Advisory Group
Texas
– -$740K -9,802 Closed
Betterment LLC
266
Betterment LLC
New York
– -$613K -8,117 Closed
SB
267
Strategic Blueprint
Georgia
– -$557K -7,384 Closed
CBFP
268
Cedar Brook Financial Partners
Ohio
– -$545K -7,218 Closed
FEM
269
Fulcrum Equity Management
Texas
– -$495K -6,563 Closed
SL
270
SWMG LLC
Texas
– -$403K -5,336 Closed
GCP
271
GSA Capital Partners
United Kingdom
– -$385K -5,100 Closed
TB
272
Treynor Bancshares
Iowa
– -$377K -5,000 Closed
KAS
273
KPP Advisory Services
Kentucky
– -$363K -4,804 Closed
HKIMG
274
Hutchens & Kramer Investment Management Group
Indiana
– -$333K -4,411 Closed
TSS
275
Two Sigma Securities
New York
– -$274K -3,633 Closed
8 9 10
11
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ILCG Hedge Fund Activity: Q2 2024 in Review

254 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2024, worth a combined $1.34B — up 9.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ILCG positions and 30 closed out — a net gain of 6 holders — while 72 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $61.1M. The largest seller was Thrive Capital Management (Pennsylvania), exiting entirely with an estimated $47M sold.

  • 254 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2024, up from 252 in Q1 2024.
  • Funds reported $1.34B of iShares Morningstar Growth ETF stock for Q2 2024, up 9.4% quarter-over-quarter.
  • 36 funds opened new iShares Morningstar Growth ETF positions in Q2 2024 and 30 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $61.1M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2024 was Thrive Capital Management (Pennsylvania), an estimated $47M sold.

Based on aggregated 13F filings for Q2 2024.