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iShares Morningstar Growth ETF

217 hedge funds and large institutions have $956M invested in iShares Morningstar Growth ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $841M → $956M (+$115M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 204217 (+13)

0.45% more ownership

Funds ownership: 53.82%54.27% (+0.45%)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
217
Holders Change
+13
Holders Change %
+6.37%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
28
Increased
61
Reduced
75
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EB
176
Eastern Bank
Massachusetts
$209K +$193K +3,354 New
PTC
177
Private Trust Company
Ohio
$205K
SWA
178
SOA Wealth Advisors
New York
$169K +$57 +1 +0%
HIA
179
Harbor Investment Advisory
Maryland
$167K -$5.75K -100 -4%
FA
180
Fiduciary Alliance
South Carolina
$165K +$152K +2,647 New
LWANC
181
Laurel Wealth Advisors (North Carolina)
North Carolina
$162K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$157K
MFA
183
McClarren Financial Advisors
Pennsylvania
$130K +$172 +3 +0.1%
KFI
184
Key Financial Inc
Pennsylvania
$126K
KA
185
Kozak & Associates
Colorado
$120K
CA
186
Crewe Advisors
Utah
$117K
CMA
187
Cedar Mountain Advisors
Oregon
$109K
CFD
188
Creative Financial Designs
Indiana
$94.6K +$11.3K +196 +15%
TFGT
189
TS Financial Group (TSFG)
Illinois
$81K
HBW
190
Hazlett, Burt & Watson
West Virginia
$75K
William Blair & Company
191
William Blair & Company
Illinois
$71.8K -$36.5K -635 -36%
PB
192
Pinnacle Bancorp
Nebraska
$69.4K -$402 -7 -0.6%
NF
193
Norwood Financial
Pennsylvania
$62.3K
AWM
194
Avior Wealth Management
Nebraska
$62K
CFGS
195
Concourse Financial Group Securities
Alabama
$57.7K
US Bancorp
196
US Bancorp
Minnesota
$50.1K +$20.1K +350 +77%
WTA
197
Washington Trust Advisors
Massachusetts
$46.8K
RIA
198
Realta Investment Advisors
Delaware
$44.7K +$41.2K +717 New
Russell Investments Group
199
Russell Investments Group
United Kingdom
$39.6K +$36.4K +634 New
AF
200
Advisornet Financial
Minnesota
$34.3K

ILCG Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2023, worth a combined $956M — up 14% from $841M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ILCG positions and 14 closed out — a net gain of 14 holders — while 61 added to existing stakes and 75 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.11M. The largest seller was Royal Bank of Canada, cutting an estimated $9.23M.

  • 217 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2023, up from 204 in Q1 2023.
  • Funds reported $956M of iShares Morningstar Growth ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 28 funds opened new iShares Morningstar Growth ETF positions in Q2 2023 and 14 closed out, a net change of +14 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2023 was Ameriprise, an estimated $7.11M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $9.23M sold.

Based on aggregated 13F filings for Q2 2023.