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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
252
Holders Change
+18
Holders Change %
+7.69%
% of All Funds
3.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
30
Increased
74
Reduced
89
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$65.7M
2
LPL Financial
LPL Financial
California
+$14.8M
3
WIA
World Investment Advisors
California
+$7.63M
4
Goldman Sachs
Goldman Sachs
New York
+$7.52M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$99.8M
2
EH
Equitable Holdings
New York
-$26.2M
3
GM
GeoWealth Management
Illinois
-$2.79M
4
UBS Group
UBS Group
Switzerland
-$2.3M
5
WA
Win Advisors
Florida
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
26
LongView Wealth Management
Georgia
$8.47M +$1.28M +17,823 +19%
Goldman Sachs
27
Goldman Sachs
New York
$8.45M +$7.52M +104,354 +1,382%
WIA
28
World Investment Advisors
California
$7.99M +$7.63M +105,887 New
AWM
29
Aspire Wealth Management
Massachusetts
$7.51M -$62.2K -864 -0.9%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$6.97M +$1.14M +15,891 +21%
Mariner
31
Mariner
Kansas
$6.84M +$643K +8,931 +11%
PCIA
32
Prime Capital Investment Advisors
Kansas
$6.77M +$1.16M +16,130 +22%
LAS
33
Legacy Advisory Services
Pennsylvania
$6.72M -$101K -1,408 -2%
RJA
34
Raymond James & Associates
Florida
$6.71M -$406K -5,640 -6%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$6.11M -$247K -3,429 -4%
WCAMG
36
Woodard & Company Asset Management Group
North Carolina
$5.83M -$86.4K -1,199 -2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$5.34M -$320K -4,441 -6%
CAN
38
Cetera Advisor Networks
California
$5.29M +$98.3K +1,364 +2%
MWM
39
Marietta Wealth Management
Georgia
$4.97M -$20.7K -287 -0.4%
LFAS
40
Level Four Advisory Services
Texas
$4.91M – – –
WPIC
41
White Pine Investment Company
Michigan
$4.88M +$33.4K +463 +0.7%
OCM
42
One Capital Management
California
$4.72M -$728K -10,099 -14%
IWM
43
IHT Wealth Management
Illinois
$4.57M -$51.7K -717 -1%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$4.53M -$1.1M -15,313 -20%
JIC
45
Johnson Investment Counsel
Ohio
$4.43M -$13.6K -189 -0.3%
Creative Planning
46
Creative Planning
Kansas
$4.34M -$6.12K -85 -0.1%
SPIA
47
Steward Partners Investment Advisory
New York
$4.33M +$366K +5,076 +10%
AFTS
48
American Financial & Tax Strategies
New York
$4.19M -$147K -2,044 -4%
SFC
49
Strategic Financial Concepts
Texas
$4.15M +$846K +11,742 +27%
Stifel Financial
50
Stifel Financial
Missouri
$4.1M +$91.6K +1,272 +2%
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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.