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iShares Morningstar Growth ETF
ILCG

197 hedge funds and large institutions have $757M invested in iShares Morningstar Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

8% more funds holding

Funds holding: 183 → 197 (+14)

2% more capital invested

Capital invested by funds: $744M → $757M (+$12.6M)

0.44% more ownership

Funds ownership: 52.45% → 52.89% (+0.44%)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

Holders
197
Holders Change
+14
Holders Change %
+7.65%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
27
Increased
55
Reduced
67
Closed
8
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$16K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.7M
2
Bank of America
Bank of America
North Carolina
+$4.68M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.46M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$2.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.65M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
-$8.28M
2
Jane Street
Jane Street
New York
-$5.98M
3
W
Wealthquest
Ohio
-$2.75M
4
LPL Financial
LPL Financial
California
-$1.92M
5
CT
Clearstead Trust
Maine
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
151
Annex Advisory Services
Wisconsin
$201K +$206K +4,125 New
TSWM
152
Tyler-Stone Wealth Management
Ohio
$191K +$300 +6 +0.2%
Corient Private Wealth
153
Corient Private Wealth
Florida
$161K +$4.52M +90,429 New
ACP
154
Arcus Capital Partners
Georgia
$143K +$147K +2,945 New
HIA
155
Harbor Investment Advisory
Maryland
$135K +$13.8K +275 +11%
SWA
156
SOA Wealth Advisors
New York
$132K +$100 +2 +0.1%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$127K – – –
LWANC
158
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$123K – – –
MFA
160
McClarren Financial Advisors
Pennsylvania
$101K +$250 +5 +0.2%
KFI
161
Key Financial Inc
Pennsylvania
$97.5K – – –
KA
162
Kozak & Associates
Colorado
$94K – – –
CA
163
Crewe Advisors
Utah
$91.3K +$47K +940 +101%
CMA
164
Cedar Mountain Advisors
Oregon
$85.1K – – –
BAM
165
Belpointe Asset Management
Nevada
$73K +$75K +1,500 New
FCA
166
Fortis Capital Advisors
Kansas
$73K +$75K +1,500 New
CFGS
167
Concourse Financial Group Securities
Alabama
$70K -$18.5K -370 -20%
CFD
168
Creative Financial Designs
Indiana
$64.3K +$100 +2 +0.2%
TFGT
169
TS Financial Group (TSFG)
Illinois
$63K – – –
HBW
170
Hazlett, Burt & Watson
West Virginia
$59K -$18.8K -375 -24%
PB
171
Pinnacle Bancorp
Nebraska
$55K +$100 +2 +0.2%
NF
172
Norwood Financial
Pennsylvania
$53.1K – – –
AWM
173
Avior Wealth Management
Nebraska
$48.4K – – –
WTA
174
Washington Trust Advisors
Massachusetts
$36.5K – – –
RIA
175
Realta Investment Advisors
Delaware
$34.9K – – –
5 6
7
8 9

ILCG Hedge Fund Activity: Q4 2022 in Review

197 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2022, worth a combined $757M — up 1.7% from $744M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ILCG positions and 8 closed out — a net gain of 19 holders — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.7M. The largest seller was FAS Wealth Partners, cutting an estimated $8.28M.

  • 197 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2022, up from 183 in Q3 2022.
  • Funds reported $757M of iShares Morningstar Growth ETF stock for Q4 2022, up 1.7% quarter-over-quarter.
  • 27 funds opened new iShares Morningstar Growth ETF positions in Q4 2022 and 8 closed out, a net change of +19 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $7.7M added.
  • The largest iShares Morningstar Growth ETF seller in Q4 2022 was FAS Wealth Partners, an estimated $8.28M sold.

Based on aggregated 13F filings for Q4 2022.