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iShares Morningstar Growth ETF
ILCG

197 hedge funds and large institutions have $757M invested in iShares Morningstar Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

8% more funds holding

Funds holding: 183 → 197 (+14)

2% more capital invested

Capital invested by funds: $744M → $757M (+$12.6M)

0.44% more ownership

Funds ownership: 52.45% → 52.89% (+0.44%)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

Holders
197
Holders Change
+14
Holders Change %
+7.65%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
27
Increased
55
Reduced
67
Closed
8
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$16K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.7M
2
Bank of America
Bank of America
North Carolina
+$4.68M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.46M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$2.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.65M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
-$8.28M
2
Jane Street
Jane Street
New York
-$5.98M
3
W
Wealthquest
Ohio
-$2.75M
4
LPL Financial
LPL Financial
California
-$1.92M
5
CT
Clearstead Trust
Maine
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
101
Courage Miller Partners
Virginia
$505K -$45K -899 -8%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$498K -$287K -5,739 -36%
TC
103
TownSquare Capital
Utah
$489K +$502K +10,046 New
GA
104
Goldstein Advisors
Wisconsin
$473K +$486K +9,725 New
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$472K +$40.1K +801 +9%
PA
106
Pinnacle Associates
New York
$455K -$34.1K -682 -7%
MCM
107
Mainstay Capital Management
Michigan
$453K – – –
SPC
108
Sigma Planning Corp
Michigan
$451K -$174K -3,481 -27%
F4L
109
Fortune 45 LLC
Louisiana
$448K -$174K -3,481 -27%
KPWS
110
Kestra Private Wealth Services
Texas
$448K +$9.6K +192 +2%
PTC
111
Private Trust Company
Ohio
$447K -$28.8K -575 -6%
BBW
112
Blue Barn Wealth
Utah
$430K -$1.5K -30 -0.3%
MHS
113
M Holdings Securities
Oregon
$408K – – –
Nomura Asset Management
114
Nomura Asset Management
Japan
$398K – – –
HWM
115
HB Wealth Management
Georgia
$394K – – –
WBG
116
Wharton Business Group
Pennsylvania
$389K – – –
KLI
117
Kelman-Lazarov Inc
Tennessee
$389K -$23.6K -471 -6%
HWA
118
HHM Wealth Advisors
Tennessee
$371K -$40K -800 -9%
T
119
TNF
Montana
$370K – – –
PAS
120
Park Avenue Securities
New York
$351K -$15.4K -308 -4%
CBFP
121
Cedar Brook Financial Partners
Ohio
$347K +$1.65K +33 +0.5%
SC
122
Scotia Capital
Ontario, Canada
$343K – – –
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$343K – – –
BC
124
Bowman & Company
Wisconsin
$340K +$350K +6,993 New
MG
125
Mather Group
Illinois
$331K +$340K +6,803 New
3 4
5
6 7

ILCG Hedge Fund Activity: Q4 2022 in Review

197 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2022, worth a combined $757M — up 1.7% from $744M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ILCG positions and 8 closed out — a net gain of 19 holders — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.7M. The largest seller was FAS Wealth Partners, cutting an estimated $8.28M.

  • 197 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2022, up from 183 in Q3 2022.
  • Funds reported $757M of iShares Morningstar Growth ETF stock for Q4 2022, up 1.7% quarter-over-quarter.
  • 27 funds opened new iShares Morningstar Growth ETF positions in Q4 2022 and 8 closed out, a net change of +19 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $7.7M added.
  • The largest iShares Morningstar Growth ETF seller in Q4 2022 was FAS Wealth Partners, an estimated $8.28M sold.

Based on aggregated 13F filings for Q4 2022.