We are live on ! Find out more
ILCG icon

iShares Morningstar Growth ETF

206 hedge funds and large institutions have $1.18B invested in iShares Morningstar Growth ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

11% more funds holding

Funds holding: 186206 (+20)

7% more capital invested

Capital invested by funds: $1.1B → $1.18B (+$78.3M)

0.22% more ownership

Funds ownership: 52.14%52.36% (+0.22%)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
55
Reduced
69
Closed
14
Calls
$313K
Puts
Net Calls
+$313K
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
126
Vision Capital Management
Oregon
$484K
GRP
127
Global Retirement Partners
California
$472K -$65.4K -930 -12%
PAS
128
Park Avenue Securities
New York
$464K -$153K -2,173 -25%
T
129
TNF
Montana
$463K
SFG
130
Sunburst Financial Group
Alabama
$449K +$439K +6,247 New
RW
131
Rede Wealth
Virginia
$444K -$4.29K -61 -1%
TCWM
132
Total Clarity Wealth Management
Illinois
$440K -$139K -1,975 -24%
RTL
133
Red Tortoise LLC
Georgia
$434K
TB
134
Treynor Bancshares
Iowa
$427K +$418K +5,950 New
BWM
135
Baystate Wealth Management
Massachusetts
$408K +$15.9K +226 +4%
PCMC
136
Paragon Capital Management (Colorado)
Colorado
$396K -$3.09K -44 -0.8%
EGA
137
Eagle Global Advisors
Texas
$391K
SFA
138
Sequoia Financial Advisors
Ohio
$391K +$146K +2,080 +62%
KFA
139
Kelleher Financial Advisors
New York
$374K
M&T Bank
140
M&T Bank
New York
$358K
EB
141
Eastern Bank
Massachusetts
$353K
MA
142
Mutual Advisors
Nebraska
$351K
OIA
143
OneDigital Investment Advisors
Kansas
$326K -$497K -7,063 -61%
FHA
144
Flagship Harbor Advisors
Massachusetts
$323K -$14.6K -208 -4%
LWAC
145
Laurel Wealth Advisors (California)
California
$322K -$1.13K -16 -0.4%
ACM
146
AlphaStar Capital Management
North Carolina
$312K -$154K -2,185 -33%
REMPR
147
Roof Eidam Maycock Peralta (REMP)
California
$305K
S
148
Surevest
California
$304K +$298K +4,231 New
AAS
149
Annex Advisory Services
Wisconsin
$296K
TSWM
150
Tyler-Stone Wealth Management
Ohio
$286K +$280K +3,980 New

ILCG Hedge Fund Activity: Q4 2021 in Review

206 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2021, worth a combined $1.18B — up 7.1% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ILCG positions and 14 closed out — a net gain of 21 holders — while 55 added to existing stakes and 69 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.62M. The largest seller was Equitable Holdings, cutting an estimated $23.8M.

  • 206 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2021, up from 186 in Q3 2021.
  • Funds reported $1.18B of iShares Morningstar Growth ETF stock for Q4 2021, up 7.1% quarter-over-quarter.
  • 35 funds opened new iShares Morningstar Growth ETF positions in Q4 2021 and 14 closed out, a net change of +21 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q4 2021 was Ameriprise, an estimated $6.62M added.
  • The largest iShares Morningstar Growth ETF seller in Q4 2021 was Equitable Holdings, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2021.