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iShares Morningstar Growth ETF

252 hedge funds and large institutions have $1.3B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 254252 (-2)

3% less capital invested

Capital invested by funds: $1.34B → $1.3B (-$45.6M)

3.6% less ownership

Funds ownership: 59.85%56.25% (-3.6%)

40% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 95

Holders
252
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
19
Increased
57
Reduced
95
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$1.08M -$40.8K -503 -4%
SPC
102
Sigma Planning Corp
Michigan
$1.07M +$39.9K +492 +4%
HC
103
Hoese & Co
Minnesota
$1.01M -$60K -740 -6%
RBFC
104
Roman Butler Fullerton & Co
Missouri
$992K +$2.84K +35 +0.3%
HSG
105
Helen Stephens Group
Texas
$978K +$1.54K +19 +0.2%
KWM
106
Kingsview Wealth Management
Oregon
$937K -$24.4K -301 -3%
GAG
107
GM Advisory Group
New York
$929K +$896K +11,055 New
KPWS
108
Kestra Private Wealth Services
Texas
$888K +$28.6K +353 +3%
W
109
Wealthquest
Ohio
$863K -$32.5K -401 -4%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$853K -$63.4K -782 -7%
ASN
111
Advisory Services Network
Georgia
$849K
SFC
112
Strategic Financial Concepts
Texas
$845K -$68.4M -843,788 -99%
PWS
113
Proactive Wealth Strategies
Georgia
$835K +$806K +9,938 New
CPCP
114
Cedar Point Capital Partners
Iowa
$832K -$16.5K -203 -2%
GA
115
Goldstein Advisors
Wisconsin
$822K
CFG
116
Cooper Financial Group
California
$811K
OAS
117
Optivise Advisory Services
Tennessee
$805K -$22.8K -281 -3%
PTC
118
Private Trust Company
Ohio
$787K -$11.4K -141 -1%
NA
119
NewEdge Advisors
Louisiana
$772K -$277K -3,420 -27%
FCIM
120
Fairview Capital Investment Management
California
$764K +$737K +9,093 New
SAM
121
Summit Asset Management
Tennessee
$764K
BBW
122
Blue Barn Wealth
Utah
$733K -$1.05K -13 -0.1%
GM
123
GeoWealth Management
Illinois
$733K +$707K +8,718 New
IWC
124
Integrated Wealth Concepts
Massachusetts
$701K -$28.1K -347 -4%
Nomura Asset Management
125
Nomura Asset Management
Japan
$687K

ILCG Hedge Fund Activity: Q3 2024 in Review

252 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2024, worth a combined $1.3B — down 3.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILCG positions and 18 closed out — a net gain of 1 holder — while 57 added to existing stakes and 95 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $7.02M. The largest seller was Strategic Financial Concepts, cutting an estimated $68.4M.

  • 252 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2024, down from 254 in Q2 2024.
  • Funds reported $1.3B of iShares Morningstar Growth ETF stock for Q3 2024, down 3.4% quarter-over-quarter.
  • 19 funds opened new iShares Morningstar Growth ETF positions in Q3 2024 and 18 closed out, a net change of +1 holder.
  • The largest iShares Morningstar Growth ETF buyer in Q3 2024 was Ethos Financial Group, an estimated $7.02M added.
  • The largest iShares Morningstar Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $68.4M sold.

Based on aggregated 13F filings for Q3 2024.