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iShares Morningstar Growth ETF

254 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

9% more capital invested

Capital invested by funds: $1.23B → $1.34B (+$116M)

1% more funds holding

Funds holding: 252254 (+2)

0.21% more ownership

Funds ownership: 59.64%59.85% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

6% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 77

Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
36
Increased
72
Reduced
77
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$707K
Marshall Wace
127
Marshall Wace
United Kingdom
$676K -$114K -1,490 -15%
Nomura Asset Management
128
Nomura Asset Management
Japan
$665K
HWM
129
HB Wealth Management
Georgia
$658K
WBG
130
Wharton Business Group
Pennsylvania
$650K
Cerity Partners
131
Cerity Partners
New York
$649K
CFP
132
Catalyst Financial Partners
Massachusetts
$639K +$601K +7,850 New
HWA
133
HHM Wealth Advisors
Tennessee
$621K
JWCA
134
J.W. Cole Advisors
Florida
$617K +$24.4K +319 +4%
BC
135
Bowman & Company
Wisconsin
$594K -$230 -3 -0%
LI
136
LRI Investments
Florida
$589K -$19.1K -250 -3%
SEIA
137
Signature Estate & Investment Advisors
California
$588K +$553K +7,225 New
CMP
138
Courage Miller Partners
Virginia
$570K
F4L
139
Fortune 45 LLC
Louisiana
$561K +$459 +6 +0.1%
BSW
140
Buckingham Strategic Wealth
Missouri
$555K +$7.58K +99 +1%
SS
141
Sunbelt Securities
Texas
$554K +$38.5K +503 +8%
SOS
142
Silver Oak Securities
Tennessee
$552K +$518K +6,774 New
VCM
143
Vision Capital Management
Oregon
$549K
PS
144
Principal Securities
Iowa
$547K +$25.4K +332 +5%
KA
145
Kovack Advisors
Florida
$544K +$12.4K +162 +2%
T
146
TNF
Montana
$543K
GRP
147
Global Retirement Partners
California
$519K +$22K +288 +5%
IFG
148
Independent Financial Group
California
$514K +$53.2K +695 +12%
William Blair & Company
149
William Blair & Company
Illinois
$499K +$153 +2 +0%
MG
150
Mather Group
Illinois
$497K +$122K +1,595 +32%

ILCG Hedge Fund Activity: Q2 2024 in Review

254 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2024, worth a combined $1.34B — up 9.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ILCG positions and 30 closed out — a net gain of 6 holders — while 72 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $61.1M. The largest seller was Thrive Capital Management (Pennsylvania), exiting entirely with an estimated $47M sold.

  • 254 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2024, up from 252 in Q1 2024.
  • Funds reported $1.34B of iShares Morningstar Growth ETF stock for Q2 2024, up 9.4% quarter-over-quarter.
  • 36 funds opened new iShares Morningstar Growth ETF positions in Q2 2024 and 30 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $61.1M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2024 was Thrive Capital Management (Pennsylvania), an estimated $47M sold.

Based on aggregated 13F filings for Q2 2024.