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iShares Morningstar Growth ETF
ILCG

204 hedge funds and large institutions have $841M invested in iShares Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

11% more capital invested

Capital invested by funds: $757M → $841M (+$84.4M)

4% more funds holding

Funds holding: 197 → 204 (+7)

0.93% more ownership

Funds ownership: 52.89% → 53.82% (+0.93%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
56
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$4.02M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.64M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.43M
4
SFS
Sowell Financial Services
Arkansas
+$1.83M
5
AAS
Avantax Advisory Services
Texas
+$1.45M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$10.5M
2
LPL Financial
LPL Financial
California
-$4.52M
3
Ameriprise
Ameriprise
Minnesota
-$2.61M
4
Bank of America
Bank of America
North Carolina
-$2.51M
5
Wells Fargo
Wells Fargo
California
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
101
Windsor Wealth Management
Indiana
$598K – – –
TWC
102
TD Waterhouse Canada
Ontario, Canada
$595K -$21K -401 -4%
GWM
103
Geneos Wealth Management
Colorado
$592K -$34.8K -665 -6%
SPIA
104
Steward Partners Investment Advisory
New York
$551K -$41.9K -800 -7%
CCFM
105
Clear Creek Financial Management
Washington
$548K -$205K -3,911 -28%
KPWS
106
Kestra Private Wealth Services
Texas
$548K +$36.8K +703 +8%
CMP
107
Courage Miller Partners
Virginia
$547K -$25.7K -490 -5%
GA
108
Goldstein Advisors
Wisconsin
$541K +$2.1K +40 +0.4%
SPC
109
Sigma Planning Corp
Michigan
$534K +$20.5K +391 +4%
LAM
110
LifePro Asset Management
California
$520K – – –
MCM
111
Mainstay Capital Management
Michigan
$516K – – –
F4L
112
Fortune 45 LLC
Louisiana
$511K +$1.05K +20 +0.2%
BBW
113
Blue Barn Wealth
Utah
$497K +$7.44K +142 +2%
PA
114
Pinnacle Associates
New York
$493K -$23K -439 -5%
CRC
115
Curi RMB Capital
Illinois
$491K +$465K +8,875 New
FEM
116
Fulcrum Equity Management
Texas
$490K +$464K +8,850 New
Nomura Asset Management
117
Nomura Asset Management
Japan
$453K – – –
BC
118
Bowman & Company
Wisconsin
$448K +$57.2K +1,092 +16%
HWM
119
HB Wealth Management
Georgia
$448K – – –
DI
120
DFPG Investments
Utah
$447K +$423K +8,069 New
WBG
121
Wharton Business Group
Pennsylvania
$442K – – –
MHS
122
M Holdings Securities
Oregon
$432K -$30.1K -575 -7%
HWA
123
HHM Wealth Advisors
Tennessee
$422K – – –
KLI
124
Kelman-Lazarov Inc
Tennessee
$399K -$40.5K -773 -10%
CBFP
125
Cedar Brook Financial Partners
Ohio
$396K +$786 +15 +0.2%
3 4
5
6 7

ILCG Hedge Fund Activity: Q1 2023 in Review

204 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2023, worth a combined $841M — up 11% from $757M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ILCG positions and 12 closed out — a net gain of 12 holders — while 56 added to existing stakes and 68 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $4.02M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $10.5M.

  • 204 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2023, up from 197 in Q4 2022.
  • Funds reported $841M of iShares Morningstar Growth ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 24 funds opened new iShares Morningstar Growth ETF positions in Q1 2023 and 12 closed out, a net change of +12 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2023 was AE Wealth Management, an estimated $4.02M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2023.