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iShares Morningstar Growth ETF
ILCG

252 hedge funds and large institutions have $1.23B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

8% more funds holding

Funds holding: 234 → 252 (+18)

7% more capital invested

Capital invested by funds: $1.15B → $1.23B (+$76.1M)

0.56% less ownership

Funds ownership: 60.2% → 59.64% (-0.56%)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

Holders
252
Holders Change
+18
Holders Change %
+7.69%
% of All Funds
3.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
30
Increased
74
Reduced
89
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$65.7M
2
LPL Financial
LPL Financial
California
+$14.8M
3
WIA
World Investment Advisors
California
+$7.63M
4
Goldman Sachs
Goldman Sachs
New York
+$7.52M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$99.8M
2
EH
Equitable Holdings
New York
-$26.2M
3
GM
GeoWealth Management
Illinois
-$2.79M
4
UBS Group
UBS Group
Switzerland
-$2.3M
5
WA
Win Advisors
Florida
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
CoreCap Advisors
Michigan
$4.04M +$1.66M +23,039 +76%
AWS
52
Atria Wealth Solutions
New York
$3.9M -$2.16K -30 -0.1%
RPGK
53
Retirement Planning Group (Kansas)
Kansas
$3.82M – – –
D
54
Dentgroup
Louisiana
$3.67M -$332K -4,606 -9%
MFG
55
Merit Financial Group
Georgia
$3.66M +$3.89K +54 +0.1%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$3.46M -$32.3K -448 -1%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$3.39M +$39.1K +543 +1%
MWP
58
Madison Wealth Partners
Wisconsin
$3.37M +$15.6K +217 +0.5%
Citadel Advisors
59
Citadel Advisors
Florida
$3.18M +$62.6K +869 +2%
RA
60
RFG Advisory
Alabama
$2.96M +$196K +2,720 +7%
FFN
61
Focus Financial Network
Minnesota
$2.81M -$61.9K -859 -2%
MCC
62
Money Concepts Capital
Florida
$2.78M -$180K -2,502 -6%
BAMG
63
Brand Asset Management Group
Missouri
$2.75M – – –
TFCP
64
Twin Focus Capital Partners
Massachusetts
$2.71M – – –
GG
65
GenWealth Group
New Jersey
$2.61M -$21.9K -304 -0.9%
AWA
66
Arkadios Wealth Advisors
Georgia
$2.57M -$81.3K -1,129 -3%
Truist Financial
67
Truist Financial
North Carolina
$2.48M -$14.8K -205 -0.6%
DC
68
Davenport & Co
Virginia
$2.47M -$50.1K -695 -2%
Citigroup
69
Citigroup
New York
$2.45M -$119K -1,648 -5%
AHC
70
Adell Harriman & Carpenter
Texas
$2.36M -$72K -1,000 -3%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$2.24M +$249K +3,451 +13%
NSIM
72
North Star Investment Management
Illinois
$2.11M +$9.73K +135 +0.5%
PAG
73
Private Advisor Group
New Jersey
$2.09M +$75.7K +1,051 +4%
RWP
74
RWA Wealth Partners
Massachusetts
$1.98M -$120K -1,669 -6%
CA
75
Cetera Advisors
Colorado
$1.92M +$286K +3,970 +18%
1 2
3
4 5

ILCG Hedge Fund Activity: Q1 2024 in Review

252 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2024, worth a combined $1.23B — up 6.6% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ILCG positions and 8 closed out — a net gain of 22 holders — while 74 added to existing stakes and 89 trimmed.

The largest buyer was Thrive Capital Management (Pennsylvania), opening a new position worth an estimated $65.7M. The largest seller was Morgan Stanley, cutting an estimated $99.8M.

  • 252 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2024, up from 234 in Q4 2023.
  • Funds reported $1.23B of iShares Morningstar Growth ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 30 funds opened new iShares Morningstar Growth ETF positions in Q1 2024 and 8 closed out, a net change of +22 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2024 was Thrive Capital Management (Pennsylvania), an estimated $65.7M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $99.8M sold.

Based on aggregated 13F filings for Q1 2024.