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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
CAI
101
Capital Advisors Inc
Oklahoma
$727K +$712K +10,125 New
PA
102
Pinnacle Associates
New York
$720K -$193K -2,748 -22%
Renaissance Technologies
103
Renaissance Technologies
New York
$718K +$331K +4,700 +89%
BBW
104
Blue Barn Wealth
Utah
$710K -$188K -2,674 -21%
HWM
105
Howard Wealth Management
Connecticut
$691K -$195K -2,780 -22%
MCM
106
Mainstay Capital Management
Michigan
$672K -$658K -9,355 -50%
OWA
107
Outlook Wealth Advisors
Texas
$648K +$914 +13 +0.1%
HWM
108
HB Wealth Management
Georgia
$635K +$621K +8,835 New
LAM
109
LifePro Asset Management
California
$615K -$74.6K -1,061 -11%
KLI
110
Kelman-Lazarov Inc
Tennessee
$610K
ACP
111
Arcus Capital Partners
Georgia
$607K +$1.41K +20 +0.2%
AA
112
Advisory Alpha
Michigan
$587K +$574K +8,168 New
TRCT
113
Tower Research Capital (TRC)
New York
$583K +$195K +2,773 +52%
WBG
114
Wharton Business Group
Pennsylvania
$573K +$562K +7,985 New
NFG
115
Next Financial Group
Texas
$556K -$35.9K -510 -6%
NA
116
NewEdge Advisors
Louisiana
$556K
HWA
117
HHM Wealth Advisors
Tennessee
$548K -$77.7K -1,105 -13%
BC
118
Bowman & Company
Wisconsin
$548K +$536K +7,622 New
BSW
119
Buckingham Strategic Wealth
Missouri
$545K -$62.9K -894 -11%
WPIC
120
White Pine Investment Company
Michigan
$527K +$246K +3,503 +91%
CBFP
121
Cedar Brook Financial Partners
Ohio
$515K +$63.4K +902 +14%
SC
122
Scotia Capital
Ontario, Canada
$507K -$3.02K -43 -0.6%
ASN
123
Advisory Services Network
Georgia
$507K
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
$506K -$5.68M -80,788 -92%
KPWS
125
Kestra Private Wealth Services
Texas
$493K +$46.5K +661 +11%

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.