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iShares Morningstar Growth ETF

252 hedge funds and large institutions have $1.3B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 254252 (-2)

3% less capital invested

Capital invested by funds: $1.34B → $1.3B (-$45.6M)

3.6% less ownership

Funds ownership: 59.85%56.25% (-3.6%)

40% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 95

Holders
252
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
19
Increased
57
Reduced
95
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$7.39M -$117K -1,443 -2%
EFG
27
Ethos Financial Group
Pennsylvania
$7.28M +$7.02M +86,635 New
LAS
28
Legacy Advisory Services
Pennsylvania
$7.22M -$17.3K -213 -0.2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$7.16M -$3.31M -40,824 -32%
ACA
30
Aptus Capital Advisors
Alabama
$7.15M +$6.89M +85,050 New
SFG
31
Sunburst Financial Group
Alabama
$7.14M -$1.07M -13,199 -13%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$6.82M -$11.1K -137 -0.2%
MCC
33
Money Concepts Capital
Florida
$6.58M +$3.36M +41,480 +112%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$6.37M -$519K -6,405 -8%
WCAMG
35
Woodard & Company Asset Management Group
North Carolina
$6.26M -$140K -1,721 -2%
LFAS
36
Level Four Advisory Services
Texas
$6.04M
WPIC
37
White Pine Investment Company
Michigan
$5.63M +$155K +1,913 +3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$5.61M -$1.38M -17,065 -20%
MWM
39
Marietta Wealth Management
Georgia
$5.48M +$63.7K +786 +1%
SPIA
40
Steward Partners Investment Advisory
New York
$5.1M -$6.49K -80 -0.1%
IWM
41
IHT Wealth Management
Illinois
$4.97M -$35.9K -443 -0.7%
SA
42
Sanctuary Advisors
Indiana
$4.93M +$1.25M +15,405 +39%
Creative Planning
43
Creative Planning
Kansas
$4.86M -$59.7K -736 -1%
JIC
44
Johnson Investment Counsel
Ohio
$4.85M -$84.4K -1,041 -2%
OCM
45
One Capital Management
California
$4.83M -$94.4K -1,164 -2%
AFTS
46
American Financial & Tax Strategies
New York
$4.52M -$105K -1,292 -2%
Stifel Financial
47
Stifel Financial
Missouri
$4.49M -$356K -4,394 -8%
MFG
48
Merit Financial Group
Georgia
$4.15M +$6.57K +81 +0.2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$4.07M -$45.7K -564 -1%
MWP
50
Madison Wealth Partners
Wisconsin
$3.76M +$13.9K +171 +0.4%

ILCG Hedge Fund Activity: Q3 2024 in Review

252 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2024, worth a combined $1.3B — down 3.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILCG positions and 18 closed out — a net gain of 1 holder — while 57 added to existing stakes and 95 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $7.02M. The largest seller was Strategic Financial Concepts, cutting an estimated $68.4M.

  • 252 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2024, down from 254 in Q2 2024.
  • Funds reported $1.3B of iShares Morningstar Growth ETF stock for Q3 2024, down 3.4% quarter-over-quarter.
  • 19 funds opened new iShares Morningstar Growth ETF positions in Q3 2024 and 18 closed out, a net change of +1 holder.
  • The largest iShares Morningstar Growth ETF buyer in Q3 2024 was Ethos Financial Group, an estimated $7.02M added.
  • The largest iShares Morningstar Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $68.4M sold.

Based on aggregated 13F filings for Q3 2024.