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iShares Morningstar Growth ETF

206 hedge funds and large institutions have $1.18B invested in iShares Morningstar Growth ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

11% more funds holding

Funds holding: 186206 (+20)

7% more capital invested

Capital invested by funds: $1.1B → $1.18B (+$78.3M)

0.22% more ownership

Funds ownership: 52.14%52.36% (+0.22%)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
55
Reduced
69
Closed
14
Calls
$313K
Puts
Net Calls
+$313K
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
51
Kovack Advisors
Florida
$2.91M -$214K -3,044 -7%
SFS
52
Sowell Financial Services
Arkansas
$2.86M +$729K +10,360 +35%
DWMG
53
DB Wealth Management Group
California
$2.77M -$77K -1,095 -3%
AHC
54
Adell Harriman & Carpenter
Texas
$2.7M
HighTower Advisors
55
HighTower Advisors
Illinois
$2.59M +$87.5K +1,245 +4%
NSIM
56
North Star Investment Management
Illinois
$2.55M +$272K +3,875 +12%
NFG
57
Nations Financial Group
Iowa
$2.46M +$178K +2,530 +8%
Citigroup
58
Citigroup
New York
$2.28M -$123K -1,754 -5%
GWM
59
Geneos Wealth Management
Colorado
$2.28M -$4.47M -63,608 -67%
TW
60
Towerpoint Wealth
California
$2.15M
F4L
61
Fortune 45 LLC
Louisiana
$2.11M +$2.07M +29,370 New
PFG
62
Pinnacle Financial Group
Illinois
$2.02M +$1.98M +28,140 New
RWP
63
RWA Wealth Partners
Massachusetts
$2M
KWM
64
Kingsview Wealth Management
Oregon
$2M -$23.1K -329 -1%
BRWA
65
B. Riley Wealth Advisors
Florida
$1.95M -$9.63K -137 -0.5%
Truist Financial
66
Truist Financial
North Carolina
$1.86M -$319K -4,535 -15%
PAG
67
Private Advisor Group
New Jersey
$1.8M +$267K +3,792 +18%
WA
68
Win Advisors
Florida
$1.71M +$1.67M +23,799 New
HGWM
69
Horst & Graben Wealth Management
Oregon
$1.7M -$129K -1,837 -7%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M -$162K -2,309 -9%
Nomura Asset Management
71
Nomura Asset Management
Japan
$1.54M +$1.51M +21,485 New
SC
72
Savant Capital
Illinois
$1.52M
KAS
73
Kestra Advisory Services
Texas
$1.52M +$228K +3,247 +18%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$1.49M +$181K +2,575 +14%
CAL
75
Capital Advisors Ltd
Ohio
$1.48M

ILCG Hedge Fund Activity: Q4 2021 in Review

206 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2021, worth a combined $1.18B — up 7.1% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ILCG positions and 14 closed out — a net gain of 21 holders — while 55 added to existing stakes and 69 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.62M. The largest seller was Equitable Holdings, cutting an estimated $23.8M.

  • 206 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2021, up from 186 in Q3 2021.
  • Funds reported $1.18B of iShares Morningstar Growth ETF stock for Q4 2021, up 7.1% quarter-over-quarter.
  • 35 funds opened new iShares Morningstar Growth ETF positions in Q4 2021 and 14 closed out, a net change of +21 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q4 2021 was Ameriprise, an estimated $6.62M added.
  • The largest iShares Morningstar Growth ETF seller in Q4 2021 was Equitable Holdings, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2021.