We are live on ! Find out more
ILCG icon

iShares Morningstar Growth ETF

217 hedge funds and large institutions have $956M invested in iShares Morningstar Growth ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $841M → $956M (+$115M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 204217 (+13)

0.45% more ownership

Funds ownership: 53.82%54.27% (+0.45%)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
217
Holders Change
+13
Holders Change %
+6.37%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
28
Increased
61
Reduced
75
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$4.61M +$251K +4,358 +6%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$4.61M +$287 +5 +0%
PCIA
28
Prime Capital Investment Advisors
Kansas
$4.58M +$220K +3,821 +5%
LFAS
29
Level Four Advisory Services
Texas
$4.51M
RJA
30
Raymond James & Associates
Florida
$4.43M +$706K +12,289 +21%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$4.23M -$1.18M -20,561 -23%
Mariner
32
Mariner
Kansas
$4.21M +$368K +6,394 +10%
AWA
33
Arkadios Wealth Advisors
Georgia
$4.14M -$88.5K -1,540 -2%
OCM
34
One Capital Management
California
$4.12M
MWM
35
Marietta Wealth Management
Georgia
$4.11M -$357K -6,211 -9%
D
36
Dentgroup
Louisiana
$4.05M +$143K +2,493 +4%
SWM
37
Sanctuary Wealth Management
Idaho
$3.98M +$3.67M +63,860 New
IWM
38
IHT Wealth Management
Illinois
$3.76M -$816K -14,197 -19%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$3.73M +$225K +3,912 +7%
JIC
40
Johnson Investment Counsel
Ohio
$3.68M -$19K -330 -0.6%
Creative Planning
41
Creative Planning
Kansas
$3.54M +$82.1K +1,429 +3%
WPIC
42
White Pine Investment Company
Michigan
$3.47M +$261K +4,535 +9%
SFC
43
Strategic Financial Concepts
Texas
$3.47M +$83.7K +1,456 +3%
RPGK
44
Retirement Planning Group (Kansas)
Kansas
$3.37M
JMPWA
45
JP Morgan Private Wealth Advisors
California
$3.08M +$677K +11,785 +31%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$3.05M -$184K -3,194 -6%
MFG
47
Merit Financial Group
Georgia
$3.04M -$36.4K -633 -1%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.02M +$658K +11,444 +31%
Stifel Financial
49
Stifel Financial
Missouri
$3M +$413K +7,182 +18%
MWP
50
Madison Wealth Partners
Wisconsin
$2.72M +$324K +5,638 +15%

ILCG Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2023, worth a combined $956M — up 14% from $841M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ILCG positions and 14 closed out — a net gain of 14 holders — while 61 added to existing stakes and 75 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.11M. The largest seller was Royal Bank of Canada, cutting an estimated $9.23M.

  • 217 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2023, up from 204 in Q1 2023.
  • Funds reported $956M of iShares Morningstar Growth ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 28 funds opened new iShares Morningstar Growth ETF positions in Q2 2023 and 14 closed out, a net change of +14 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2023 was Ameriprise, an estimated $7.11M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $9.23M sold.

Based on aggregated 13F filings for Q2 2023.