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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
TC
126
TownSquare Capital
Utah
$395K -$152K -2,908 -29%
NA
127
NewEdge Advisors
Louisiana
$395K -$31.2K -595 -8%
SC
128
Scotia Capital
Ontario, Canada
$390K – – –
Bank of Nova Scotia
129
Bank of Nova Scotia
Ontario, Canada
$390K – – –
T
130
TNF
Montana
$384K – – –
SB
131
Strategic Blueprint
Georgia
$383K +$362K +6,914 New
MG
132
Mather Group
Illinois
$377K – – –
OWA
133
Outlook Wealth Advisors
Texas
$373K – – –
VCM
134
Vision Capital Management
Oregon
$373K – – –
JWCA
135
J.W. Cole Advisors
Florida
$366K +$17K +325 +5%
AWM
136
Accel Wealth Management
Iowa
$356K +$471 +9 +0.1%
PIC
137
Platt Investment Counsel
Florida
$353K – – –
RTL
138
Red Tortoise LLC
Georgia
$335K +$681 +13 +0.2%
SG
139
StoneX Group
New York
$329K +$311K +5,947 New
ASN
140
Advisory Services Network
Georgia
$328K -$8.17K -156 -3%
BSW
141
Buckingham Strategic Wealth
Missouri
$326K – – –
BWM
142
Baystate Wealth Management
Massachusetts
$315K +$681 +13 +0.2%
IA
143
IFG Advisory
Georgia
$315K +$73.6K +1,405 +33%
HKIMG
144
Hutchens & Kramer Investment Management Group
Indiana
$310K +$293K +5,597 New
GRP
145
Global Retirement Partners
California
$303K -$42.4K -810 -13%
ACM
146
AlphaStar Capital Management
North Carolina
$301K -$52.4K -1,001 -18%
NCM
147
Noesis Capital Mangement
Florida
$286K – – –
PCMC
148
Paragon Capital Management (Colorado)
Colorado
$284K -$3.56K -68 -1%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$283K +$15.9K +303 +6%
TB
150
Treynor Bancshares
Iowa
$277K – – –
4 5
6
7 8

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.