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iShares Morningstar Growth ETF
ILCG

252 hedge funds and large institutions have $1.23B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

8% more funds holding

Funds holding: 234 → 252 (+18)

7% more capital invested

Capital invested by funds: $1.15B → $1.23B (+$76.1M)

0.56% less ownership

Funds ownership: 60.2% → 59.64% (-0.56%)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

Holders
252
Holders Change
+18
Holders Change %
+7.69%
% of All Funds
3.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
30
Increased
74
Reduced
89
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$65.7M
2
LPL Financial
LPL Financial
California
+$14.8M
3
WIA
World Investment Advisors
California
+$7.63M
4
Goldman Sachs
Goldman Sachs
New York
+$7.52M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$99.8M
2
EH
Equitable Holdings
New York
-$26.2M
3
GM
GeoWealth Management
Illinois
-$2.79M
4
UBS Group
UBS Group
Switzerland
-$2.3M
5
WA
Win Advisors
Florida
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
HC
101
Hoese & Co
Minnesota
$989K +$188K +2,611 +24%
PWS
102
Private Wealth Strategies
Ohio
$932K +$865 +12 +0.1%
W
103
Wealthquest
Ohio
$907K -$1.2M -16,713 -58%
EWA
104
EP Wealth Advisors
California
$896K – – –
EFS
105
Essex Financial Services
Connecticut
$887K – – –
Two Sigma Investments
106
Two Sigma Investments
New York
$868K -$1.14M -15,800 -58%
RBFC
107
Roman Butler Fullerton & Co
Missouri
$866K +$576 +8 +0.1%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$852K – – –
KWM
109
Kingsview Wealth Management
Oregon
$832K -$122K -1,695 -13%
FTUS
110
Flow Traders U.S.
New York
$779K +$743K +10,319 New
CPCP
111
Cedar Point Capital Partners
Iowa
$759K +$29.8K +413 +4%
VAG
112
VisionPoint Advisory Group
Texas
$740K +$88.5K +1,228 +14%
Marshall Wace
113
Marshall Wace
United Kingdom
$739K +$705K +9,790 New
GA
114
Goldstein Advisors
Wisconsin
$738K -$29.1K -404 -4%
CFG
115
Cooper Financial Group
California
$728K -$160K -2,225 -19%
PTC
116
Private Trust Company
Ohio
$718K -$19.9K -276 -3%
KPWS
117
Kestra Private Wealth Services
Texas
$718K +$144 +2 +0%
SPC
118
Sigma Planning Corp
Michigan
$714K +$370K +5,138 +119%
SAM
119
Summit Asset Management
Tennessee
$686K – – –
ASN
120
Advisory Services Network
Georgia
$681K -$15.6K -216 -2%
NA
121
NewEdge Advisors
Louisiana
$680K +$648 +9 +0.1%
PA
122
Pinnacle Associates
New York
$672K – – –
BBW
123
Blue Barn Wealth
Utah
$659K +$10.7K +149 +2%
IWC
124
Integrated Wealth Concepts
Massachusetts
$656K -$91.4K -1,269 -13%
Nomura Asset Management
125
Nomura Asset Management
Japan
$617K – – –
3 4
5
6 7

ILCG Hedge Fund Activity: Q1 2024 in Review

252 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2024, worth a combined $1.23B — up 6.6% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ILCG positions and 8 closed out — a net gain of 22 holders — while 74 added to existing stakes and 89 trimmed.

The largest buyer was Thrive Capital Management (Pennsylvania), opening a new position worth an estimated $65.7M. The largest seller was Morgan Stanley, cutting an estimated $99.8M.

  • 252 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2024, up from 234 in Q4 2023.
  • Funds reported $1.23B of iShares Morningstar Growth ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 30 funds opened new iShares Morningstar Growth ETF positions in Q1 2024 and 8 closed out, a net change of +22 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2024 was Thrive Capital Management (Pennsylvania), an estimated $65.7M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $99.8M sold.

Based on aggregated 13F filings for Q1 2024.