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iShares Morningstar Growth ETF

217 hedge funds and large institutions have $956M invested in iShares Morningstar Growth ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $841M → $956M (+$115M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 204217 (+13)

0.45% more ownership

Funds ownership: 53.82%54.27% (+0.45%)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
217
Holders Change
+13
Holders Change %
+6.37%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
28
Increased
61
Reduced
75
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
126
M Holdings Securities
Oregon
$451K -$33.1K -575 -7%
CBFP
127
Cedar Brook Financial Partners
Ohio
$446K +$575 +10 +0.1%
JWCA
128
J.W. Cole Advisors
Florida
$442K +$27.8K +484 +7%
SC
129
Scotia Capital
Ontario, Canada
$440K
Bank of Nova Scotia
130
Bank of Nova Scotia
Ontario, Canada
$439K -$690 -12 -0.2%
T
131
TNF
Montana
$429K
OWA
132
Outlook Wealth Advisors
Texas
$428K +$7.01K +122 +2%
F4L
133
Fortune 45 LLC
Louisiana
$427K -$137K -2,376 -26%
VCM
134
Vision Capital Management
Oregon
$420K
BSW
135
Buckingham Strategic Wealth
Missouri
$418K
MG
136
Mather Group
Illinois
$417K -$6.96K -121 -2%
ATPW
137
Ashton Thomas Private Wealth
Arizona
$412K -$254K -4,420 -40%
AWM
138
Accel Wealth Management
Iowa
$398K -$2.76K -48 -0.7%
BFA
139
Beacon Financial Advisory
Ohio
$398K +$367K +6,379 New
RTL
140
Red Tortoise LLC
Georgia
$378K +$460 +8 +0.1%
PIC
141
Platt Investment Counsel
Florida
$366K -$28.7K -500 -8%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$361K +$105K +1,828 +97%
BWM
143
Baystate Wealth Management
Massachusetts
$355K +$460 +8 +0.1%
VAG
144
VisionPoint Advisory Group
Texas
$354K +$326K +5,671 New
ACM
145
AlphaStar Capital Management
North Carolina
$343K +$50.6K +881 +19%
GRP
146
Global Retirement Partners
California
$343K
SB
147
Strategic Blueprint
Georgia
$340K -$84.2K -1,465 -21%
SS
148
Sunbelt Securities
Texas
$330K +$175K +3,050 +136%
LAM
149
LifePro Asset Management
California
$325K -$314K -5,459 -51%
NCM
150
Noesis Capital Mangement
Florida
$323K

ILCG Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2023, worth a combined $956M — up 14% from $841M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ILCG positions and 14 closed out — a net gain of 14 holders — while 61 added to existing stakes and 75 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.11M. The largest seller was Royal Bank of Canada, cutting an estimated $9.23M.

  • 217 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2023, up from 204 in Q1 2023.
  • Funds reported $956M of iShares Morningstar Growth ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 28 funds opened new iShares Morningstar Growth ETF positions in Q2 2023 and 14 closed out, a net change of +14 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2023 was Ameriprise, an estimated $7.11M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $9.23M sold.

Based on aggregated 13F filings for Q2 2023.