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iShares Morningstar Growth ETF

252 hedge funds and large institutions have $1.3B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 254252 (-2)

3% less capital invested

Capital invested by funds: $1.34B → $1.3B (-$45.6M)

3.6% less ownership

Funds ownership: 59.85%56.25% (-3.6%)

40% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 95

Holders
252
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
19
Increased
57
Reduced
95
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
D
51
Dentgroup
Louisiana
$3.65M -$15.9K -196 -0.4%
Two Sigma Investments
52
Two Sigma Investments
New York
$3.6M +$2.2M +27,200 +174%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$3.5M -$257K -3,167 -7%
FFN
54
Focus Financial Network
Minnesota
$3.47M +$188K +2,321 +6%
SC
55
Savant Capital
Illinois
$3.36M +$1.98M +24,474 +157%
RA
56
RFG Advisory
Alabama
$3.34M -$122K -1,500 -4%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$3.14M
Citigroup
58
Citigroup
New York
$3.09M +$270K +3,325 +10%
TFCP
59
Twin Focus Capital Partners
Massachusetts
$3.02M
BAMG
60
Brand Asset Management Group
Missouri
$3.02M -$32.6K -402 -1%
IRC
61
Investors Research Corp
Georgia
$2.91M +$843K +10,398 +43%
GG
62
GenWealth Group
New Jersey
$2.79M -$76.1K -939 -3%
DC
63
Davenport & Co
Virginia
$2.7M -$41K -506 -2%
Truist Financial
64
Truist Financial
North Carolina
$2.69M -$2.92K -36 -0.1%
PAG
65
Private Advisor Group
New Jersey
$2.61M -$8.57M -105,784 -77%
AWA
66
Arkadios Wealth Advisors
Georgia
$2.6M -$45.9K -566 -2%
AHC
67
Adell Harriman & Carpenter
Texas
$2.59M
AWS
68
Atria Wealth Solutions
New York
$2.58M +$2.11K +26 +0.1%
JSA
69
Jim Saulnier & Associates
Colorado
$2.57M +$2.48M +30,569 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$2.54M +$98K +1,209 +4%
NSIM
71
North Star Investment Management
Illinois
$2.35M +$4.54K +56 +0.2%
RWP
72
RWA Wealth Partners
Massachusetts
$2.2M
ATS
73
Ashton Thomas Securities
New York
$2.19M +$81 +1 +0%
SFP
74
Sweet Financial Partners
Minnesota
$2.02M
PFG
75
Pinnacle Financial Group
Illinois
$1.94M +$324 +4 +0%

ILCG Hedge Fund Activity: Q3 2024 in Review

252 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2024, worth a combined $1.3B — down 3.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILCG positions and 18 closed out — a net gain of 1 holder — while 57 added to existing stakes and 95 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $7.02M. The largest seller was Strategic Financial Concepts, cutting an estimated $68.4M.

  • 252 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2024, down from 254 in Q2 2024.
  • Funds reported $1.3B of iShares Morningstar Growth ETF stock for Q3 2024, down 3.4% quarter-over-quarter.
  • 19 funds opened new iShares Morningstar Growth ETF positions in Q3 2024 and 18 closed out, a net change of +1 holder.
  • The largest iShares Morningstar Growth ETF buyer in Q3 2024 was Ethos Financial Group, an estimated $7.02M added.
  • The largest iShares Morningstar Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $68.4M sold.

Based on aggregated 13F filings for Q3 2024.