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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
CA
76
Cetera Advisors
Colorado
$1.47M -$267K -3,792 -16%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$1.37M -$207K -2,947 -13%
APA
78
American Portfolios Advisors
New York
$1.36M +$124K +1,770 +10%
FSC
79
Full Sail Capital
Oklahoma
$1.29M
XF
80
XML Financial
Maryland
$1.29M
Mariner
81
Mariner
Kansas
$1.28M +$54K +768 +4%
Citadel Advisors
82
Citadel Advisors
Florida
$1.26M -$398K -5,655 -24%
RBFC
83
Roman Butler Fullerton & Co
Missouri
$1.23M +$914 +13 +0.1%
FA
84
Flagstar Advisors
New York
$1.19M +$208K +2,953 +22%
VAS
85
Vestmark Advisory Solutions
Massachusetts
$1.16M +$85K +1,209 +8%
CAL
86
Capital Analysts LLC
Pennsylvania
$1.13M +$2.74K +39 +0.2%
TWP
87
Transparent Wealth Partners
Arkansas
$1.1M +$1.07M +15,265 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$1.04M -$972K -13,826 -49%
CAG
89
Csenge Advisory Group
Florida
$1.04M -$1.34K -19 -0.1%
EWA
90
EP Wealth Advisors
California
$1.02M
EFS
91
Essex Financial Services
Connecticut
$975K -$353K -5,015 -27%
PIC
92
Platt Investment Counsel
Florida
$951K
PWS
93
Private Wealth Strategies
Ohio
$876K +$844 +12 +0.1%
SPC
94
Sigma Planning Corp
Michigan
$862K -$13.3K -189 -2%
CMP
95
Courage Miller Partners
Virginia
$851K -$16.9K -240 -2%
IA
96
IFP Advisors
Florida
$833K -$17.5K -249 -2%
TWC
97
TD Waterhouse Canada
Ontario, Canada
$820K +$808K +11,493 New
SAM
98
Summit Asset Management
Tennessee
$778K
WWM
99
Windsor Wealth Management
Indiana
$777K
AWM
100
Accel Wealth Management
Iowa
$728K +$78.3K +1,114 +12%

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.