We are live on ! Find out more
ILCG icon

iShares Morningstar Growth ETF
ILCG

197 hedge funds and large institutions have $757M invested in iShares Morningstar Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

8% more funds holding

Funds holding: 183 → 197 (+14)

2% more capital invested

Capital invested by funds: $744M → $757M (+$12.6M)

0.44% more ownership

Funds ownership: 52.45% → 52.89% (+0.44%)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

Holders
197
Holders Change
+14
Holders Change %
+7.65%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
27
Increased
55
Reduced
67
Closed
8
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$16K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.7M
2
Bank of America
Bank of America
North Carolina
+$4.68M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.46M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$2.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.65M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
-$8.28M
2
Jane Street
Jane Street
New York
-$5.98M
3
W
Wealthquest
Ohio
-$2.75M
4
LPL Financial
LPL Financial
California
-$1.92M
5
CT
Clearstead Trust
Maine
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.55M +$765K +15,293 +27%
LFAS
27
Level Four Advisory Services
Texas
$3.52M – – –
PCIA
28
Prime Capital Investment Advisors
Kansas
$3.46M +$22.1K +441 +0.6%
AWA
29
Arkadios Wealth Advisors
Georgia
$3.4M -$456K -9,125 -12%
OCM
30
One Capital Management
California
$3.22M – – –
Mariner
31
Mariner
Kansas
$3.14M +$2.18M +43,511 +208%
Truist Financial
32
Truist Financial
North Carolina
$3.09M +$1.21M +24,279 +62%
JIC
33
Johnson Investment Counsel
Ohio
$3.02M -$92.5K -1,850 -3%
D
34
Dentgroup
Louisiana
$2.96M -$160K -3,206 -5%
Creative Planning
35
Creative Planning
Kansas
$2.93M -$25.3K -506 -0.8%
RJA
36
Raymond James & Associates
Florida
$2.84M +$897K +17,940 +44%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$2.83M -$66.7K -1,333 -2%
IAG
38
Ipsen Advisor Group
Arkansas
$2.81M +$2.88M +57,652 New
CAN
39
Cetera Advisor Networks
California
$2.74M -$78.2K -1,563 -3%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$2.72M +$2.8M +55,974 New
RA
41
Rodgers & Associates
Pennsylvania
$2.57M -$87.7K -1,754 -3%
MFG
42
Merit Financial Group
Georgia
$2.43M +$21.2K +424 +0.9%
Stifel Financial
43
Stifel Financial
Missouri
$2.16M -$229K -4,581 -9%
Citigroup
44
Citigroup
New York
$2.12M +$386K +7,722 +22%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.08M +$49.7K +993 +2%
Jane Street
46
Jane Street
New York
$2.07M -$5.98M -119,661 -74%
GG
47
GenWealth Group
New Jersey
$2.05M -$39.9K -798 -2%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$2.05M +$60.9K +1,218 +3%
TFCP
49
Twin Focus Capital Partners
Massachusetts
$2.01M – – –
BAMG
50
Brand Asset Management Group
Missouri
$1.86M -$166K -3,319 -8%
1
2
3 4 5

ILCG Hedge Fund Activity: Q4 2022 in Review

197 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2022, worth a combined $757M — up 1.7% from $744M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ILCG positions and 8 closed out — a net gain of 19 holders — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.7M. The largest seller was FAS Wealth Partners, cutting an estimated $8.28M.

  • 197 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2022, up from 183 in Q3 2022.
  • Funds reported $757M of iShares Morningstar Growth ETF stock for Q4 2022, up 1.7% quarter-over-quarter.
  • 27 funds opened new iShares Morningstar Growth ETF positions in Q4 2022 and 8 closed out, a net change of +19 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $7.7M added.
  • The largest iShares Morningstar Growth ETF seller in Q4 2022 was FAS Wealth Partners, an estimated $8.28M sold.

Based on aggregated 13F filings for Q4 2022.