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iShares Morningstar Growth ETF
ILCG

254 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

9% more capital invested

Capital invested by funds: $1.23B → $1.34B (+$116M)

1% more funds holding

Funds holding: 252 → 254 (+2)

0.21% more ownership

Funds ownership: 59.64% → 59.85% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

6% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 77

Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
36
Increased
72
Reduced
77
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$61.1M
2
AI
AdvisorShares Investments
Maryland
+$37.9M
3
EH
Equitable Holdings
New York
+$17.7M
4
Bank of America
Bank of America
North Carolina
+$8.48M
5
PAG
Private Advisor Group
New Jersey
+$8.36M

Top Sellers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$47M
2
SWM
Sanctuary Wealth Management
Idaho
-$10.6M
3
Goldman Sachs
Goldman Sachs
New York
-$7.63M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.48M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
51
Madison Wealth Partners
Wisconsin
$3.62M -$8.88K -116 -0.3%
D
52
Dentgroup
Louisiana
$3.55M -$384K -5,017 -10%
RA
53
RFG Advisory
Alabama
$3.36M +$155K +2,027 +5%
FFN
54
Focus Financial Network
Minnesota
$3.19M +$6.2K +81 +0.2%
RPGK
55
Retirement Planning Group (Kansas)
Kansas
$3.05M -$1.01M -13,207 -26%
MCC
56
Money Concepts Capital
Florida
$3M +$3.75K +49 +0.1%
BAMG
57
Brand Asset Management Group
Missouri
$2.96M -$14.2K -186 -0.5%
TFCP
58
Twin Focus Capital Partners
Massachusetts
$2.93M – – –
SA
59
Sanctuary Advisors
Indiana
$2.92M +$3.04M +39,778 New
PFS
60
Prospera Financial Services
Texas
$2.85M +$2.68M +34,995 New
GG
61
GenWealth Group
New Jersey
$2.78M -$39.6K -518 -1%
SFC
62
Strategic Financial Concepts
Texas
$2.77M +$61.1M +798,883 +1,453%
Citigroup
63
Citigroup
New York
$2.72M +$84.7K +1,106 +3%
DC
64
Davenport & Co
Virginia
$2.65M -$5.74K -75 -0.2%
Truist Financial
65
Truist Financial
North Carolina
$2.61M -$60.4K -789 -2%
AWA
66
Arkadios Wealth Advisors
Georgia
$2.56M -$195K -2,552 -8%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$2.56M -$1.03M -13,460 -30%
GIA
68
Gladstone Institutional Advisory
Florida
$2.53M +$1.09M +14,181 +84%
AHC
69
Adell Harriman & Carpenter
Texas
$2.5M -$38.3K -500 -2%
AWS
70
Atria Wealth Solutions
New York
$2.5M -$1.61M -20,992 -41%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$2.36M -$44.3K -579 -2%
NSIM
72
North Star Investment Management
Illinois
$2.28M – – –
ATS
73
Ashton Thomas Securities
New York
$2.2M +$2M +26,077 New
GS
74
GTS Securities
New York
$2.17M +$2.04M +26,679 New
RWP
75
RWA Wealth Partners
Massachusetts
$2.13M – – –
1 2
3
4 5

ILCG Hedge Fund Activity: Q2 2024 in Review

254 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2024, worth a combined $1.34B — up 9.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ILCG positions and 30 closed out — a net gain of 6 holders — while 72 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $61.1M. The largest seller was Thrive Capital Management (Pennsylvania), exiting entirely with an estimated $47M sold.

  • 254 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2024, up from 252 in Q1 2024.
  • Funds reported $1.34B of iShares Morningstar Growth ETF stock for Q2 2024, up 9.4% quarter-over-quarter.
  • 36 funds opened new iShares Morningstar Growth ETF positions in Q2 2024 and 30 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $61.1M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2024 was Thrive Capital Management (Pennsylvania), an estimated $47M sold.

Based on aggregated 13F filings for Q2 2024.