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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
SRWM
76
Shira Ridge Wealth Management
California
$1.94M
CIA
77
Cape Investment Advisory
Georgia
$1.94M -$3.97K -49 -0.2%
HighTower Advisors
78
HighTower Advisors
Illinois
$1.89M -$234K -2,887 -11%
Citadel Advisors
79
Citadel Advisors
Florida
$1.88M +$521K +6,424 +40%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$1.65M -$68.8K -849 -4%
BFA
81
Beacon Financial Advisory
Ohio
$1.64M +$239K +2,945 +18%
BRWA
82
B. Riley Wealth Advisors
Florida
$1.62M -$301K -3,708 -16%
RA
83
Rodgers & Associates
Pennsylvania
$1.62M -$132K -1,625 -8%
HGWM
84
Horst & Graben Wealth Management
Oregon
$1.61M -$7.05K -87 -0.5%
TW
85
Towerpoint Wealth
California
$1.6M -$85.9K -1,060 -5%
SL
86
SWMG LLC
Texas
$1.56M +$1.41M +17,365 New
GS
87
GTS Securities
New York
$1.55M -$664K -8,192 -31%
XF
88
XML Financial
Maryland
$1.51M
AWM
89
AE Wealth Management
Kansas
$1.51M -$5.15M -63,587 -78%
CAL
90
Capital Advisors Ltd
Ohio
$1.46M
GIA
91
Gladstone Institutional Advisory
Florida
$1.44M -$1.13M -13,913 -45%
EFS
92
Essex Financial Services
Connecticut
$1.43M
Bank of New York Mellon
93
Bank of New York Mellon
New York
$1.4M -$1.19M -14,733 -47%
FSC
94
Full Sail Capital
Oklahoma
$1.36M
Comerica Bank
95
Comerica Bank
Texas
$1.22M -$28.4K -350 -2%
CFD
96
Creative Financial Designs
Indiana
$1.17M +$1.02M +12,608 +953%
CAG
97
Csenge Advisory Group
Florida
$1.15M -$120K -1,478 -10%
MCM
98
MAI Capital Management
Ohio
$1.14M +$730 +9 +0.1%
WA
99
Wealthstream Advisors
New York
$1.14M
PB
100
Pinnacle Bancorp
Nebraska
$1.13M +$1M +12,390 +1,111%

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.