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iShares Morningstar Growth ETF
ILCG

203 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

0.4% more ownership

Funds ownership: 52.36% → 52.76% (+0.4%)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1% less funds holding

Funds holding: 206 → 203 (-3)

10% less capital invested

Capital invested by funds: $1.18B → $1.06B (-$114M)

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.2%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
21
Increased
58
Reduced
73
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.1M
2
AWM
AE Wealth Management
Kansas
+$6.82M
3
S
Surevest
California
+$4.78M
4
OCM
One Capital Management
California
+$4.37M
5
GM
GeoWealth Management
Illinois
+$4.21M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$12M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.8M
3
US Bancorp
US Bancorp
Minnesota
-$4.23M
4
EH
Equitable Holdings
New York
-$3.42M
5
Ameriprise
Ameriprise
Minnesota
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
151
Paladin Advisory Group
Iowa
$287K +$282K +4,415 New
REMPR
152
Roof Eidam Maycock Peralta (REMP)
California
$276K – – –
AAS
153
Annex Advisory Services
Wisconsin
$268K – – –
ACP
154
Arcus Capital Partners
Georgia
$262K -$282K -4,426 -52%
TSWM
155
Tyler-Stone Wealth Management
Ohio
$259K +$191 +3 +0.1%
LWAC
156
Laurel Wealth Advisors (California)
California
$241K -$49.5K -776 -17%
FHA
157
Flagship Harbor Advisors
Massachusetts
$235K -$56.5K -885 -20%
EB
158
Eastern Bank
Massachusetts
$218K -$99.5K -1,559 -32%
SXL
159
Summit X LLC
Missouri
$215K +$16.9K +265 +9%
KWM
160
Kaydan Wealth Management
Michigan
$202K -$44.4K -695 -18%
SWA
161
SOA Wealth Advisors
New York
$175K – – –
LWANC
162
Laurel Wealth Advisors (North Carolina)
North Carolina
$169K – – –
PFBT
163
Parkside Financial Bank & Trust
Missouri
$169K – – –
CF
164
Centaurus Financial
California
$165K -$2.55K -40 -2%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$164K – – –
SWM
166
Spire Wealth Management
Virginia
$153K – – –
MFA
167
McClarren Financial Advisors
Pennsylvania
$135K +$128 +2 +0.1%
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$134K +$40.1K +629 +44%
KFI
169
Key Financial Inc
Pennsylvania
$131K – – –
CMA
170
Cedar Mountain Advisors
Oregon
$118K – – –
CFGS
171
Concourse Financial Group Securities
Alabama
$118K – – –
HIA
172
Harbor Investment Advisory
Maryland
$117K – – –
KA
173
Kozak & Associates
Colorado
$115K – – –
TRCT
174
Tower Research Capital (TRC)
New York
$114K -$407K -6,370 -78%
HBW
175
Hazlett, Burt & Watson
West Virginia
$103K +$101K +1,575 New
5 6
7
8 9

ILCG Hedge Fund Activity: Q1 2022 in Review

203 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2022, worth a combined $1.06B — down 9.7% from $1.18B a quarter earlier.

Fund positioning in ILCG was balanced in Q1 2022: 21 funds opened new positions, 21 closed out, 58 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.1M. The largest seller was Bank of America, cutting an estimated $12M.

  • 203 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2022, down from 206 in Q4 2021.
  • Funds reported $1.06B of iShares Morningstar Growth ETF stock for Q1 2022, down 9.7% quarter-over-quarter.
  • 21 funds opened new iShares Morningstar Growth ETF positions in Q1 2022 and 21 closed out, a net change of 0 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2022 was Morgan Stanley, an estimated $8.1M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2022 was Bank of America, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2022.