We are live on ! Find out more
ILCG icon

iShares Morningstar Growth ETF
ILCG

141 hedge funds and large institutions have $568M invested in iShares Morningstar Growth ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

14.92% more ownership

Funds ownership: 227.13% → 242.06% (+15%)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

3% more capital invested

Capital invested by funds: $554M → $568M (+$14.2M)

1% more funds holding

Funds holding: 140 → 141 (+1)

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
23
Increased
46
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWP
FAS Wealth Partners
Kansas
+$30.8M
2
Wells Fargo
Wells Fargo
California
+$22.8M
3
Morgan Stanley
Morgan Stanley
New York
+$16.8M
4
AI
AdvisorShares Investments
Maryland
+$14.7M
5
IAN
Integrated Advisors Network
Texas
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$24M
2
GG
GenWealth Group
New Jersey
-$16.2M
3
Goldman Sachs
Goldman Sachs
New York
-$6.09M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.98M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.43M +$842K +20,130 +110%
BRWM
52
B. Riley Wealth Management
Tennessee
$1.27M +$1.43M +34,170 New
Nomura Asset Management
53
Nomura Asset Management
Japan
$1.21M +$1.36M +32,595 New
KA
54
Kovack Advisors
Florida
$1.21M +$84.5K +2,020 +7%
ECM
55
ETrade Capital Management
Virginia
$1.18M -$121K -2,895 -8%
DC
56
Davenport & Co
Virginia
$1.15M -$239K -5,710 -16%
RWP
57
RWA Wealth Partners
Massachusetts
$1.11M -$33K -790 -3%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$1.04M – – –
CAN
59
Cetera Advisor Networks
California
$1.04M -$151K -3,615 -11%
FSC
60
Full Sail Capital
Oklahoma
$937K – – –
CMP
61
Courage Miller Partners
Virginia
$913K -$323K -7,715 -24%
Truist Financial
62
Truist Financial
North Carolina
$913K +$6.27K +150 +0.6%
HGWM
63
Horst & Graben Wealth Management
Oregon
$879K +$989K +23,660 New
CAL
64
Capital Advisors Ltd
Ohio
$765K – – –
BRWA
65
B. Riley Wealth Advisors
Florida
$761K +$153K +3,650 +22%
GWM
66
Geneos Wealth Management
Colorado
$756K -$115K -2,750 -12%
VFA
67
Voya Financial Advisors
Connecticut
$734K +$434K +10,390 +114%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$680K +$3.14K +75 +0.4%
TI
69
Trexquant Investment
Connecticut
$665K +$749K +17,905 New
HSWM
70
Hubbell Strickland Wealth Management
Louisiana
$653K +$5.86K +140 +0.8%
NA
71
NewEdge Advisors
Louisiana
$651K +$506K +12,110 +224%
TRCT
72
Tower Research Capital (TRC)
New York
$650K +$177K +4,235 +32%
GIA
73
Gladstone Institutional Advisory
Florida
$643K +$724K +17,305 New
FFN
74
Focus Financial Network
Minnesota
$634K +$70.7K +1,690 +11%
NNP
75
Nachman Norwood & Parrott
South Carolina
$607K +$359K +8,580 +111%
1 2
3
4 5

ILCG Hedge Fund Activity: Q1 2020 in Review

141 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2020, worth a combined $568M — up 2.6% from $554M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ILCG positions and 20 closed out — a net gain of 3 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was FAS Wealth Partners, opening a new position worth an estimated $30.8M. The largest seller was Equitable Holdings, cutting an estimated $24M.

  • 141 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2020, up from 140 in Q4 2019.
  • Funds reported $568M of iShares Morningstar Growth ETF stock for Q1 2020, up 2.6% quarter-over-quarter.
  • 23 funds opened new iShares Morningstar Growth ETF positions in Q1 2020 and 20 closed out, a net change of +3 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2020 was FAS Wealth Partners, an estimated $30.8M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2020 was Equitable Holdings, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2020.