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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
AWM
26
Aspire Wealth Management
Massachusetts
$8.03M -$62.9K -822 -0.8%
SFG
27
Sunburst Financial Group
Alabama
$7.99M -$1.13M -14,818 -13%
PCIA
28
Prime Capital Investment Advisors
Kansas
$7.62M +$306K +3,999 +4%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$7.43M -$80.1K -1,047 -1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$7.42M -$6.48M -84,603 -48%
Mariner
31
Mariner
Kansas
$7.27M -$101K -1,316 -1%
LAS
32
Legacy Advisory Services
Pennsylvania
$7.01M -$220K -2,879 -3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$6.83M +$1M +13,116 +19%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$6.69M -$6.39M -83,547 -50%
AWM
35
AE Wealth Management
Kansas
$6.64M +$6.24M +81,564 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$6.62M +$31.4K +410 +0.5%
WCAMG
37
Woodard & Company Asset Management Group
North Carolina
$6.2M -$85.3K -1,114 -1%
LFAS
38
Level Four Advisory Services
Texas
$5.86M -$28.9K -378 -0.5%
WPIC
39
White Pine Investment Company
Michigan
$5.3M +$35.2K +460 +0.7%
MWM
40
Marietta Wealth Management
Georgia
$5.24M -$108K -1,415 -2%
SPIA
41
Steward Partners Investment Advisory
New York
$4.95M +$262K +3,420 +6%
IWM
42
IHT Wealth Management
Illinois
$4.85M -$74.4K -972 -2%
JIC
43
Johnson Investment Counsel
Ohio
$4.78M -$765 -10 -0%
OCM
44
One Capital Management
California
$4.77M -$299K -3,910 -6%
Creative Planning
45
Creative Planning
Kansas
$4.77M +$82.1K +1,072 +2%
Stifel Financial
46
Stifel Financial
Missouri
$4.71M +$266K +3,472 +6%
AFTS
47
American Financial & Tax Strategies
New York
$4.49M -$30.8K -402 -0.7%
MFG
48
Merit Financial Group
Georgia
$4.01M +$3.83K +50 +0.1%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3.99M -$837K -10,929 -18%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$3.65M -$80.8K -1,055 -2%
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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.