We are live on ! Find out more
ILCG icon

iShares Morningstar Growth ETF
ILCG

162 hedge funds and large institutions have $945M invested in iShares Morningstar Growth ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

66% more capital invested

Capital invested by funds: $568M → $945M (+$377M)

35.76% more ownership

Funds ownership: 242.06% → 277.82% (+36%)

19% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 43

15% more funds holding

Funds holding: 141 → 162 (+21)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
162
Holders Change
+21
Holders Change %
+14.89%
% of All Funds
3.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
31
Increased
51
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWA
Dorsey Wright & Associates
California
+$33.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$23.2M
3
AWM
AE Wealth Management
Kansas
+$21.6M
4
SS
Simplicity Solutions
Minnesota
+$21.3M
5
Morgan Stanley
Morgan Stanley
New York
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
IAN
Integrated Advisors Network
Texas
-$11.2M
2
EF
Empowered Funds
Pennsylvania
-$4.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.5M
4
BSAM
Blue Sky Asset Management
Colorado
-$2.29M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$2.4M -$169K -3,895 -7%
Creative Planning
52
Creative Planning
Kansas
$2.3M +$337K +7,750 +19%
TW
53
Towerpoint Wealth
California
$2.28M -$167K -3,845 -7%
KA
54
Kovack Advisors
Florida
$2.21M +$643K +14,785 +46%
BAMG
55
Brand Asset Management Group
Missouri
$2.12M -$90K -2,070 -4%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$2.04M +$223K +5,130 +13%
AHC
57
Adell Harriman & Carpenter
Texas
$1.9M -$86.9K -2,000 -5%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$1.88M – – –
DADC
59
D.A. Davidson & Co
Montana
$1.84M -$36.7K -845 -2%
CAN
60
Cetera Advisor Networks
California
$1.72M +$378K +8,705 +31%
HighTower Advisors
61
HighTower Advisors
Illinois
$1.7M -$83.2K -1,915 -5%
CAG
62
Csenge Advisory Group
Florida
$1.57M +$1.45M +33,415 New
Nomura Asset Management
63
Nomura Asset Management
Japan
$1.53M – – –
BRWM
64
B. Riley Wealth Management
Tennessee
$1.53M -$69.3K -1,595 -5%
DC
65
Davenport & Co
Virginia
$1.51M +$58.5K +1,345 +4%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.5M +$174K +4,005 +14%
IWM
67
IHT Wealth Management
Illinois
$1.41M +$818K +18,815 +167%
RWP
68
RWA Wealth Partners
Massachusetts
$1.4M – – –
IDA
69
Intelligence Driven Advisers
California
$1.4M -$625K -14,380 -33%
ECM
70
ETrade Capital Management
Virginia
$1.39M -$96.7K -2,225 -7%
SC
71
Scotia Capital
Ontario, Canada
$1.34M +$1.24M +28,505 New
FEM
72
Fulcrum Equity Management
Texas
$1.31M +$1.21M +27,940 New
FFN
73
Focus Financial Network
Minnesota
$1.19M +$362K +8,330 +49%
Truist Financial
74
Truist Financial
North Carolina
$1.15M -$1.96K -45 -0.2%
CMP
75
Courage Miller Partners
Virginia
$1.12M -$28.7K -660 -3%
1 2
3
4 5

ILCG Hedge Fund Activity: Q2 2020 in Review

162 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2020, worth a combined $945M — up 66% from $568M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ILCG positions and 10 closed out — a net gain of 21 holders — while 51 added to existing stakes and 43 trimmed.

The largest buyer was Dorsey Wright & Associates, opening a new position worth an estimated $33.4M. The largest seller was Integrated Advisors Network, cutting an estimated $11.2M.

  • 162 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2020, up from 141 in Q1 2020.
  • Funds reported $945M of iShares Morningstar Growth ETF stock for Q2 2020, up 66% quarter-over-quarter.
  • 31 funds opened new iShares Morningstar Growth ETF positions in Q2 2020 and 10 closed out, a net change of +21 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2020 was Dorsey Wright & Associates, an estimated $33.4M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2020 was Integrated Advisors Network, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2020.