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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
CFD
176
Creative Financial Designs
Indiana
$86K +$64 +1 +0.1%
TFGT
177
TS Financial Group (TSFG)
Illinois
$85K – – –
PB
178
Pinnacle Bancorp
Nebraska
$80K -$6.89K -108 -8%
NF
179
Norwood Financial
Pennsylvania
$71K – – –
FCA
180
FinTrust Capital Advisors
South Carolina
$66K +$41.9K +656 +185%
AWM
181
Avior Wealth Management
Nebraska
$64K – – –
CA
182
Crewe Advisors
Utah
$61K – – –
PFS
183
Prospera Financial Services
Texas
$56K +$54.9K +860 New
WTA
184
Washington Trust Advisors
Massachusetts
$49K – – –
EW
185
Element Wealth
Mississippi
$35K – – –
TAIM
186
TD Ameritrade Investment Management
Nebraska
$34K – – –
FBT
187
First Bank & Trust
South Dakota
$33K – – –
BlackRock
188
BlackRock
New York
$27K -$2.36K -37 -8%
SN
189
Sittner & Nelson
Oregon
$25K – – –
JFA
190
JNBA Financial Advisors
Minnesota
$21K +$21K +329 New
LAS
191
Lloyd Advisory Services
Georgia
$20K +$20K +314 New
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$17K – – –
PA
193
PSI Advisors
Florida
$16K – – –
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
$11K -$63.4K -993 -85%
WA
195
Win Advisors
Florida
$10K -$1.51M -23,638 -99%
AIC
196
Archer Investment Corporation
Indiana
$9.83K – – –
CWA
197
Clearview Wealth Advisors
Oregon
$8K – – –
CAAS
198
Capital Asset Advisory Services
Michigan
$7K – – –
NFSG
199
Newbridge Financial Services Group
Florida
$7K +$6.45K +101 New
MCC
200
Money Concepts Capital
Florida
$3K +$2.87K +45 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.