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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
FA
151
Flagstar Advisors
New York
$456K +$7.13K +88 +2%
SWM
152
SK Wealth Management
Rhode Island
$442K +$392K +4,835 New
HKIMG
153
Hutchens & Kramer Investment Management Group
Indiana
$428K +$419K +5,164 New
BFG
154
Bouchey Financial Group
New York
$425K
WA
155
Win Advisors
Florida
$418K -$18.5K -228 -4%
KA
156
Kovack Advisors
Florida
$413K -$144K -1,771 -27%
CWG
157
Cornerstone Wealth Group
North Carolina
$408K
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$408K +$14.6K +180 +4%
MA
159
MKT Advisors
California
$407K +$398K +4,906 New
GHA
160
GW Henssler & Associates
Georgia
$402K +$388K +4,783 New
CAL
161
Capital Analysts LLC
Pennsylvania
$394K -$105K -1,290 -22%
NCM
162
Noesis Capital Mangement
Florida
$393K -$40.5K -500 -10%
PCMC
163
Paragon Capital Management (Colorado)
Colorado
$381K -$13K -160 -3%
IA
164
IFP Advisors
Florida
$379K +$28.4K +350 +8%
PAG
165
Paladin Advisory Group
Iowa
$377K
Marshall Wace
166
Marshall Wace
United Kingdom
$374K -$312K -3,848 -46%
MA
167
Mutual Advisors
Nebraska
$368K +$1.86K +23 +0.5%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$366K -$32.4K -400 -8%
REMPR
169
Roof Eidam Maycock Peralta (REMP)
California
$357K
LWM
170
LJI Wealth Management
Indiana
$356K
SPWG
171
Syntegra Private Wealth Group
Missouri
$350K
AAS
172
Annex Advisory Services
Wisconsin
$347K
CB
173
Commerce Bank
Missouri
$346K
OC
174
Opinicus Capital
Florida
$324K +$313K +3,856 New
SFA
175
Sequoia Financial Advisors
Ohio
$317K

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.