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iShares Morningstar Growth ETF

252 hedge funds and large institutions have $1.3B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 254252 (-2)

3% less capital invested

Capital invested by funds: $1.34B → $1.3B (-$45.6M)

3.6% less ownership

Funds ownership: 59.85%56.25% (-3.6%)

40% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 95

Holders
252
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
19
Increased
57
Reduced
95
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HB Wealth Management
Georgia
$679K
WBG
127
Wharton Business Group
Pennsylvania
$671K
CFP
128
Catalyst Financial Partners
Massachusetts
$660K
LI
129
LRI Investments
Florida
$647K
HWA
130
HHM Wealth Advisors
Tennessee
$641K
SEIA
131
Signature Estate & Investment Advisors
California
$608K +$973 +12 +0.2%
PA
132
Pinnacle Associates
New York
$604K
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$592K +$571K +7,049 New
T
134
TNF
Montana
$590K
TSWM
135
Tyler-Stone Wealth Management
Ohio
$586K +$279K +3,444 +98%
F4L
136
Fortune 45 LLC
Louisiana
$580K +$973 +12 +0.2%
PS
137
Principal Securities
Iowa
$580K +$14.3K +177 +3%
SS
138
Sunbelt Securities
Texas
$572K +$324 +4 +0.1%
GRP
139
Global Retirement Partners
California
$569K +$31.9K +393 +6%
VCM
140
Vision Capital Management
Oregon
$566K
BC
141
Bowman & Company
Wisconsin
$566K -$45.3K -559 -8%
ACM
142
AlphaStar Capital Management
North Carolina
$535K +$53.8K +664 +12%
IFG
143
Independent Financial Group
California
$531K
William Blair & Company
144
William Blair & Company
Illinois
$515K +$324 +4 +0.1%
RTL
145
Red Tortoise LLC
Georgia
$510K
MG
146
Mather Group
Illinois
$503K -$49.2K -607 -9%
OWA
147
Outlook Wealth Advisors
Texas
$503K
CMP
148
Courage Miller Partners
Virginia
$500K -$84.7K -1,045 -15%
KAS
149
Kestra Advisory Services
Texas
$496K -$75.2K -928 -14%
AWM
150
Accel Wealth Management
Iowa
$477K +$486 +6 +0.1%

ILCG Hedge Fund Activity: Q3 2024 in Review

252 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2024, worth a combined $1.3B — down 3.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILCG positions and 18 closed out — a net gain of 1 holder — while 57 added to existing stakes and 95 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $7.02M. The largest seller was Strategic Financial Concepts, cutting an estimated $68.4M.

  • 252 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2024, down from 254 in Q2 2024.
  • Funds reported $1.3B of iShares Morningstar Growth ETF stock for Q3 2024, down 3.4% quarter-over-quarter.
  • 19 funds opened new iShares Morningstar Growth ETF positions in Q3 2024 and 18 closed out, a net change of +1 holder.
  • The largest iShares Morningstar Growth ETF buyer in Q3 2024 was Ethos Financial Group, an estimated $7.02M added.
  • The largest iShares Morningstar Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $68.4M sold.

Based on aggregated 13F filings for Q3 2024.