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iShares Morningstar Growth ETF
ILCG

254 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

9% more capital invested

Capital invested by funds: $1.23B → $1.34B (+$116M)

1% more funds holding

Funds holding: 252 → 254 (+2)

0.21% more ownership

Funds ownership: 59.64% → 59.85% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

6% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 77

Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
36
Increased
72
Reduced
77
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$61.1M
2
AI
AdvisorShares Investments
Maryland
+$37.9M
3
EH
Equitable Holdings
New York
+$17.7M
4
Bank of America
Bank of America
North Carolina
+$8.48M
5
PAG
Private Advisor Group
New Jersey
+$8.36M

Top Sellers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$47M
2
SWM
Sanctuary Wealth Management
Idaho
-$10.6M
3
Goldman Sachs
Goldman Sachs
New York
-$7.63M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.48M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
101
Wealthstream Advisors
New York
$1.1M – – –
GWM
102
Geneos Wealth Management
Colorado
$1.08M +$153 +2 +0%
ACM
103
Andina Capital Management
Utah
$1.05M -$213K -2,782 -18%
NA
104
NewEdge Advisors
Louisiana
$1.03M +$275K +3,596 +40%
PWS
105
Private Wealth Strategies
Ohio
$1.01M +$765 +10 +0.1%
SPC
106
Sigma Planning Corp
Michigan
$1,000K +$216K +2,819 +30%
Goldman Sachs
107
Goldman Sachs
New York
$996K -$7.63M -99,674 -89%
RBFC
108
Roman Butler Fullerton & Co
Missouri
$989K -$38.4K -502 -4%
HC
109
Hoese & Co
Minnesota
$981K -$42.5K -555 -4%
HSG
110
Helen Stephens Group
Texas
$946K +$889K +11,621 New
KWM
111
Kingsview Wealth Management
Oregon
$932K +$32.8K +428 +4%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$915K +$612K +7,994 +246%
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$890K -$27.5K -359 -3%
W
114
Wealthquest
Ohio
$880K -$92.6K -1,210 -10%
ASN
115
Advisory Services Network
Georgia
$849K +$108K +1,405 +16%
KPWS
116
Kestra Private Wealth Services
Texas
$831K +$53.7K +701 +7%
CPCP
117
Cedar Point Capital Partners
Iowa
$823K +$4.52K +59 +0.6%
OAS
118
Optivise Advisory Services
Tennessee
$803K +$755K +9,864 New
GA
119
Goldstein Advisors
Wisconsin
$796K – – –
CFG
120
Cooper Financial Group
California
$785K – – –
PTC
121
Private Trust Company
Ohio
$774K – – –
SAM
122
Summit Asset Management
Tennessee
$740K – – –
PA
123
Pinnacle Associates
New York
$725K – – –
EWA
124
EP Wealth Advisors
California
$720K -$232K -3,025 -25%
BBW
125
Blue Barn Wealth
Utah
$711K +$77 +1 +0%
3 4
5
6 7

ILCG Hedge Fund Activity: Q2 2024 in Review

254 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2024, worth a combined $1.34B — up 9.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ILCG positions and 30 closed out — a net gain of 6 holders — while 72 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $61.1M. The largest seller was Thrive Capital Management (Pennsylvania), exiting entirely with an estimated $47M sold.

  • 254 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2024, up from 252 in Q1 2024.
  • Funds reported $1.34B of iShares Morningstar Growth ETF stock for Q2 2024, up 9.4% quarter-over-quarter.
  • 36 funds opened new iShares Morningstar Growth ETF positions in Q2 2024 and 30 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $61.1M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2024 was Thrive Capital Management (Pennsylvania), an estimated $47M sold.

Based on aggregated 13F filings for Q2 2024.