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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
AAS
176
Annex Advisory Services
Wisconsin
$336K – – –
CB
177
Commerce Bank
Missouri
$335K – – –
SFA
178
Sequoia Financial Advisors
Ohio
$307K +$38.3K +500 +15%
FIC
179
Family Investment Center
Missouri
$293K – – –
TSWM
180
Tyler-Stone Wealth Management
Ohio
$287K – – –
EGA
181
Eagle Global Advisors
Texas
$283K – – –
GHAM
182
Gilman Hill Asset Management
Connecticut
$282K – – –
MCM
183
Mainstay Capital Management
Michigan
$276K – – –
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$267K -$12.6K -165 -5%
SA
185
Strategic Advocates
Utah
$266K – – –
EAM
186
Evanson Asset Management
California
$252K – – –
KLI
187
Kelman-Lazarov Inc
Tennessee
$241K -$7.58K -99 -3%
DWM
188
Destination Wealth Management
California
$239K – – –
SG
189
StoneX Group
New York
$238K +$8.73K +114 +4%
KFI
190
Key Financial Inc
Pennsylvania
$238K +$68.7K +898 +44%
VWA
191
Visionary Wealth Advisors
Illinois
$237K – – –
AssetMark Inc
192
AssetMark Inc
California
$226K +$127K +1,659 +149%
KWM
193
Kaydan Wealth Management
Michigan
$224K – – –
SXL
194
Summit X LLC
Missouri
$224K +$230 +3 +0.1%
SWA
195
SOA Wealth Advisors
New York
$220K – – –
FA
196
Fiduciary Alliance
South Carolina
$219K +$203K +2,647 New
FLI
197
Family Legacy Inc
South Carolina
$212K +$199K +2,606 New
LWANC
198
Laurel Wealth Advisors (North Carolina)
North Carolina
$212K – – –
EB
199
Eastern Bank
Massachusetts
$209K -$6.66K -87 -3%
NFG
200
Nations Financial Group
Iowa
$208K +$196K +2,560 New
6 7
8
9 10

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.