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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
CA
176
CoreCap Advisors
Michigan
$32.4K +$33.3K +666 New
NA
177
NewEdge Advisors
Louisiana
$29.4K +$36.7K +733 +10%
AF
178
Advisornet Financial
Minnesota
$26.8K – – –
EW
179
Element Wealth
Mississippi
$26.2K – – –
US Bancorp
180
US Bancorp
Minnesota
$22.1K -$213K -4,250 -90%
GJIA
181
Glass Jacobson Investment Advisors
Maryland
$20.9K +$21.5K +430 New
BlackRock
182
BlackRock
New York
$20.7K – – –
SN
183
Sittner & Nelson
Oregon
$19.1K – – –
FCA
184
FinTrust Capital Advisors
South Carolina
$17.3K – – –
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$16.6K -$48K -959 -74%
JFA
186
JNBA Financial Advisors
Minnesota
$15K – – –
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$13.3K -$46.5K -929 -78%
PA
188
PSI Advisors
Florida
$11.7K +$50 +1 +0.4%
CPG
189
Cornerstone Planning Group
New Jersey
$10.6K +$10.6K +212 New
MCC
190
Money Concepts Capital
Florida
$10K +$10.3K +206 New
WA
191
Win Advisors
Florida
$7.84K – – –
AIC
192
Archer Investment Corporation
Indiana
$7.79K – – –
CWA
193
Clearview Wealth Advisors
Oregon
$6.08K – – –
TAIM
194
TD Ameritrade Investment Management
Nebraska
$3K -$32.9K -658 -92%
SWM
195
Spire Wealth Management
Virginia
$2K – – –
FA
196
Fiduciary Alliance
South Carolina
$1.97K +$2K +40 New
PAG
197
Private Advisor Group
New Jersey
$1.41K +$42.3K +846 +3%
HNB
198
Huntington National Bank
Ohio
$49 – – –
W
199
Wealthquest
Ohio
– -$2.75M -56,942 Closed
CAI
200
Capital Advisors Inc
Oklahoma
– -$414K -8,800 Closed
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.