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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
HighTower Advisors
76
HighTower Advisors
Illinois
$2.06M +$612 +8 +0%
IRC
77
Investors Research Corp
Georgia
$1.97M +$635K +8,296 +52%
SFP
78
Sweet Financial Partners
Minnesota
$1.96M +$1.91K +25 +0.1%
LAS
79
Lloyd Advisory Services
Georgia
$1.95M +$1.84M +24,000 New
BRWA
80
B. Riley Wealth Advisors
Florida
$1.88M -$24.2K -316 -1%
PFG
81
Pinnacle Financial Group
Illinois
$1.88M – – –
CIA
82
Cape Investment Advisory
Georgia
$1.88M +$77 +1 +0%
SRWM
83
Shira Ridge Wealth Management
California
$1.88M -$2.45K -32 -0.1%
HFA
84
Hershey Financial Advisers
Pennsylvania
$1.78M +$1.67M +21,865 New
RA
85
Rodgers & Associates
Pennsylvania
$1.7M -$88K -1,150 -5%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$1.66M -$66.6K -870 -4%
TW
87
Towerpoint Wealth
California
$1.64M -$28.7K -375 -2%
HGWM
88
Horst & Graben Wealth Management
Oregon
$1.57M -$8.8K -115 -0.6%
XF
89
XML Financial
Maryland
$1.47M – – –
CAL
90
Capital Advisors Ltd
Ohio
$1.41M – – –
BFA
91
Beacon Financial Advisory
Ohio
$1.35M +$813K +10,625 +178%
FSC
92
Full Sail Capital
Oklahoma
$1.31M -$26.6K -348 -2%
Citadel Advisors
93
Citadel Advisors
Florida
$1.3M -$2M -26,144 -62%
EFS
94
Essex Financial Services
Connecticut
$1.27M +$371K +4,852 +41%
Two Sigma Investments
95
Two Sigma Investments
New York
$1.27M +$314K +4,100 +36%
SC
96
Savant Capital
Illinois
$1.27M – – –
CAG
97
Csenge Advisory Group
Florida
$1.21M -$6.58K -86 -0.6%
Comerica Bank
98
Comerica Bank
Texas
$1.21M -$161K -2,101 -12%
TWM
99
Trinity Wealth Management
Pennsylvania
$1.21M +$1.14M +14,889 New
MCM
100
MAI Capital Management
Ohio
$1.11M -$29.3K -383 -3%
2 3
4
5 6

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.