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iShares Morningstar Growth ETF
ILCG

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: 252 → 254 (+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: 10 → 10 (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
–

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$61.1M
2
AI
AdvisorShares Investments
Maryland
+$37.9M
3
EH
Equitable Holdings
New York
+$17.7M
4
Bank of America
Bank of America
North Carolina
+$8.48M
5
PAG
Private Advisor Group
New Jersey
+$8.36M

Top Sellers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$47M
2
SWM
Sanctuary Wealth Management
Idaho
-$10.6M
3
Goldman Sachs
Goldman Sachs
New York
-$7.63M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.48M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
151
Red Tortoise LLC
Georgia
$494K – – –
CAL
152
Capital Analysts LLC
Pennsylvania
$487K +$383 +5 +0.1%
KAS
153
Kestra Advisory Services
Texas
$486K +$66.5K +869 +15%
TRCT
154
Tower Research Capital (TRC)
New York
$468K -$83.2K -1,087 -16%
ACM
155
AlphaStar Capital Management
North Carolina
$464K +$436K +5,702 New
AWM
156
Accel Wealth Management
Iowa
$461K -$4.29K -56 -1%
IAIM
157
International Assets Investment Management
Florida
$441K -$13.6K -178 -3%
FA
158
Flagstar Advisors
New York
$435K -$1.84K -24 -0.4%
Jane Street
159
Jane Street
New York
$427K +$401K +5,239 New
WA
160
Win Advisors
Florida
$424K +$398K +5,203 New
NCM
161
Noesis Capital Mangement
Florida
$421K – – –
BFG
162
Bouchey Financial Group
New York
$411K – – –
CWG
163
Cornerstone Wealth Group
North Carolina
$396K – – –
PIC
164
Platt Investment Counsel
Florida
$390K -$52.3K -683 -12%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$387K -$6.51K -85 -2%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$386K +$363K +4,744 New
PCMC
167
Paragon Capital Management (Colorado)
Colorado
$383K -$23K -300 -6%
PAG
168
Paladin Advisory Group
Iowa
$368K – – –
OWA
169
Outlook Wealth Advisors
Texas
$348K – – –
REMPR
170
Roof Eidam Maycock Peralta (REMP)
California
$346K – – –
LWM
171
LJI Wealth Management
Indiana
$345K – – –
SPWG
172
Syntegra Private Wealth Group
Missouri
$339K -$6.35K -83 -2%
IA
173
IFG Advisory
Georgia
$339K +$319K +4,162 New
IA
174
IFP Advisors
Florida
$338K -$12.4K -162 -4%
MA
175
Mutual Advisors
Nebraska
$338K +$7.65K +100 +2%
5 6
7
8 9

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.