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iShares Morningstar Growth ETF
ILCG

284 hedge funds and large institutions have $1.41B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 74 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

13% more funds holding

Funds holding: 252 → 284 (+32)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

9% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$111M)

1.77% more ownership

Funds ownership: 56.25% → 58.02% (+1.8%)

13% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 85

Holders
284
Holders Change
+32
Holders Change %
+12.7%
% of All Funds
3.74%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
53
Increased
74
Reduced
85
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$14.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.7M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.84M
4
CA
CoreCap Advisors
Michigan
+$6.36M
5
AI
Atria Investments
North Carolina
+$4.49M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$20M
2
Wells Fargo
Wells Fargo
California
-$8.29M
3
EFG
Ethos Financial Group
Pennsylvania
-$7.28M
4
Bank of America
Bank of America
North Carolina
-$5.18M
5
FWP
FAS Wealth Partners
Kansas
-$4.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
176
Paladin Advisory Group
Iowa
$402K – – –
GHA
177
GW Henssler & Associates
Georgia
$402K – – –
CAL
178
Capital Analysts LLC
Pennsylvania
$401K -$19K -215 -5%
PCMC
179
Paragon Capital Management (Colorado)
Colorado
$392K -$14.6K -165 -4%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$390K +$177 +2 +0%
MA
181
Mutual Advisors
Nebraska
$384K -$4.33K -49 -1%
REMPR
182
Roof Eidam Maycock Peralta (REMP)
California
$381K – – –
LWM
183
LJI Wealth Management
Indiana
$380K – – –
SPWG
184
Syntegra Private Wealth Group
Missouri
$373K – – –
SAM
185
Smartleaf Asset Management
Massachusetts
$372K +$364K +4,116 New
AAS
186
Annex Advisory Services
Wisconsin
$370K – – –
CB
187
Commerce Bank
Missouri
$369K – – –
IA
188
IFG Advisory
Georgia
$348K +$344K +3,886 New
SFA
189
Sequoia Financial Advisors
Ohio
$337K -$973 -11 -0.3%
GS
190
GWN Securities
Florida
$332K +$327K +3,700 New
JWCA
191
J.W. Cole Advisors
Florida
$327K +$11.1K +125 +4%
PIC
192
Platt Investment Counsel
Florida
$326K -$5.31K -60 -2%
KFI
193
Key Financial Inc
Pennsylvania
$315K +$21.3K +241 +7%
FTUS
194
Flow Traders U.S.
New York
$312K +$308K +3,484 New
FIC
195
Family Investment Center
Missouri
$311K – – –
GHAM
196
Gilman Hill Asset Management
Connecticut
$310K – – –
EGA
197
Eagle Global Advisors
Texas
$306K +$29.2K +330 +11%
MCM
198
Mainstay Capital Management
Michigan
$303K – – –
IAIM
199
International Assets Investment Management
Florida
$297K +$293K +3,316 New
OC
200
Opinicus Capital
Florida
$292K -$52.8K -597 -15%
6 7
8
9 10

ILCG Hedge Fund Activity: Q4 2024 in Review

284 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2024, worth a combined $1.41B — up 8.6% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ILCG positions and 15 closed out — a net gain of 38 holders — while 74 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.4M. The largest seller was Equitable Holdings, cutting an estimated $20M.

  • 284 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2024, up from 252 in Q3 2024.
  • Funds reported $1.41B of iShares Morningstar Growth ETF stock for Q4 2024, up 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Morningstar Growth ETF positions in Q4 2024 and 15 closed out, a net change of +38 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q4 2024 was LPL Financial, an estimated $14.4M added.
  • The largest iShares Morningstar Growth ETF seller in Q4 2024 was Equitable Holdings, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2024.