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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
PIC
176
Platt Investment Counsel
Florida
$311K -$88.5K -1,092 -23%
AssetMark Inc
177
AssetMark Inc
California
$299K +$63.1K +778 +28%
JWCA
178
J.W. Cole Advisors
Florida
$296K -$329K -4,061 -54%
ACM
179
Andina Capital Management
Utah
$294K -$761K -9,387 -73%
FIC
180
Family Investment Center
Missouri
$292K -$10.3K -127 -4%
GHAM
181
Gilman Hill Asset Management
Connecticut
$291K
MCM
182
Mainstay Capital Management
Michigan
$284K
OMC
183
Old Mission Capital
Illinois
$281K +$271K +3,346 New
KFI
184
Key Financial Inc
Pennsylvania
$275K +$28.8K +355 +12%
SA
185
Strategic Advocates
Utah
$274K
Baird Financial Group
186
Baird Financial Group
Wisconsin
$273K -$648K -7,995 -71%
EAM
187
Evanson Asset Management
California
$261K
EGA
188
Eagle Global Advisors
Texas
$259K -$32K -395 -11%
PFS
189
Prospera Financial Services
Texas
$253K -$2.59M -31,988 -91%
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$249K -$25.5K -315 -10%
KLI
191
Kelman-Lazarov Inc
Tennessee
$249K
DWM
192
Destination Wealth Management
California
$246K
FHC
193
First Heartland Consultants
Missouri
$246K +$405 +5 +0.2%
SG
194
StoneX Group
New York
$236K -$9.24K -114 -4%
EWA
195
EP Wealth Advisors
California
$232K -$493K -6,085 -69%
KWM
196
Kaydan Wealth Management
Michigan
$231K
SWA
197
SOA Wealth Advisors
New York
$228K +$81 +1 +0%
CA
198
CoreCap Advisors
Michigan
$224K +$216K +2,666 New
SXL
199
Summit X LLC
Missouri
$224K
FA
200
Fiduciary Alliance
South Carolina
$222K

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.