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iShares Morningstar Growth ETF
ILCG

252 hedge funds and large institutions have $1.23B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

8% more funds holding

Funds holding: 234 → 252 (+18)

7% more capital invested

Capital invested by funds: $1.15B → $1.23B (+$76.1M)

0.56% less ownership

Funds ownership: 60.2% → 59.64% (-0.56%)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

Holders
252
Holders Change
+18
Holders Change %
+7.69%
% of All Funds
3.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
30
Increased
74
Reduced
89
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$65.7M
2
LPL Financial
LPL Financial
California
+$14.8M
3
WIA
World Investment Advisors
California
+$7.63M
4
Goldman Sachs
Goldman Sachs
New York
+$7.52M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$99.8M
2
EH
Equitable Holdings
New York
-$26.2M
3
GM
GeoWealth Management
Illinois
-$2.79M
4
UBS Group
UBS Group
Switzerland
-$2.3M
5
WA
Win Advisors
Florida
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
126
Betterment LLC
New York
$613K +$585K +8,117 New
HWM
127
HB Wealth Management
Georgia
$610K – – –
WBG
128
Wharton Business Group
Pennsylvania
$603K – – –
Cerity Partners
129
Cerity Partners
New York
$602K +$575K +7,978 New
HWA
130
HHM Wealth Advisors
Tennessee
$576K – – –
LI
131
LRI Investments
Florida
$565K +$539K +7,480 New
SB
132
Strategic Blueprint
Georgia
$557K +$96.8K +1,343 +22%
BC
133
Bowman & Company
Wisconsin
$551K -$23.4K -325 -4%
JWCA
134
J.W. Cole Advisors
Florida
$548K +$21.8K +303 +4%
CBFP
135
Cedar Brook Financial Partners
Ohio
$545K -$2.31K -32 -0.4%
CMP
136
Courage Miller Partners
Virginia
$528K – – –
F4L
137
Fortune 45 LLC
Louisiana
$520K +$648 +9 +0.1%
TRCT
138
Tower Research Capital (TRC)
New York
$516K +$165K +2,289 +50%
VCM
139
Vision Capital Management
Oregon
$509K – – –
BSW
140
Buckingham Strategic Wealth
Missouri
$507K +$1.01K +14 +0.2%
ATPW
141
Ashton Thomas Private Wealth
Arizona
$500K +$46.2K +641 +11%
T
142
TNF
Montana
$499K – – –
FEM
143
Fulcrum Equity Management
Texas
$495K -$11.5K -160 -2%
KA
144
Kovack Advisors
Florida
$492K -$9.37K -130 -2%
PS
145
Principal Securities
Iowa
$482K +$51.4K +714 +13%
SS
146
Sunbelt Securities
Texas
$476K -$2.23K -31 -0.5%
William Blair & Company
147
William Blair & Company
Illinois
$462K +$32K +444 +8%
GRP
148
Global Retirement Partners
California
$460K -$46.9K -651 -10%
RTL
149
Red Tortoise LLC
Georgia
$458K -$937 -13 -0.2%
OWA
150
Outlook Wealth Advisors
Texas
$451K -$33.9K -470 -7%
4 5
6
7 8

ILCG Hedge Fund Activity: Q1 2024 in Review

252 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2024, worth a combined $1.23B — up 6.6% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ILCG positions and 8 closed out — a net gain of 22 holders — while 74 added to existing stakes and 89 trimmed.

The largest buyer was Thrive Capital Management (Pennsylvania), opening a new position worth an estimated $65.7M. The largest seller was Morgan Stanley, cutting an estimated $99.8M.

  • 252 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2024, up from 234 in Q4 2023.
  • Funds reported $1.23B of iShares Morningstar Growth ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 30 funds opened new iShares Morningstar Growth ETF positions in Q1 2024 and 8 closed out, a net change of +22 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2024 was Thrive Capital Management (Pennsylvania), an estimated $65.7M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $99.8M sold.

Based on aggregated 13F filings for Q1 2024.