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iShares Morningstar Growth ETF
ILCG

204 hedge funds and large institutions have $841M invested in iShares Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

11% more capital invested

Capital invested by funds: $757M → $841M (+$84.4M)

4% more funds holding

Funds holding: 197 → 204 (+7)

0.93% more ownership

Funds ownership: 52.89% → 53.82% (+0.93%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
56
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$4.02M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.64M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.43M
4
SFS
Sowell Financial Services
Arkansas
+$1.83M
5
AAS
Avantax Advisory Services
Texas
+$1.45M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$10.5M
2
LPL Financial
LPL Financial
California
-$4.52M
3
Ameriprise
Ameriprise
Minnesota
-$2.61M
4
Bank of America
Bank of America
North Carolina
-$2.51M
5
Wells Fargo
Wells Fargo
California
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$14.3K – – –
PA
202
PSI Advisors
Florida
$13.4K – – –
AIC
203
Archer Investment Corporation
Indiana
$8.86K – – –
CWA
204
Clearview Wealth Advisors
Oregon
$6.92K – – –
HNB
205
Huntington National Bank
Ohio
$55 – – –
BPA
206
Beacon Pointe Advisors
California
– -$611K -12,550 Closed
PAS
207
Park Avenue Securities
New York
– -$351K -7,202 Closed
USCWA
208
U.S. Capital Wealth Advisors
Texas
– -$285K -5,862 Closed
M&T Bank
209
M&T Bank
New York
– -$243K -4,985 Closed
ACP
210
Arcus Capital Partners
Georgia
– -$143K -2,945 Closed
PFBT
211
Parkside Financial Bank & Trust
Missouri
– -$127K -2,602 Closed
RIA
212
Realta Investment Advisors
Delaware
– -$34.9K -717 Closed
BlackRock
213
BlackRock
New York
– -$20.7K -425 Closed
MCC
214
Money Concepts Capital
Florida
– -$10K -206 Closed
WA
215
Win Advisors
Florida
– -$7.84K -161 Closed
TAIM
216
TD Ameritrade Investment Management
Nebraska
– -$3K -58 Closed
FA
217
Fiduciary Alliance
South Carolina
– -$1.97K -40 Closed
5 6 7 8
9

ILCG Hedge Fund Activity: Q1 2023 in Review

204 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2023, worth a combined $841M — up 11% from $757M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ILCG positions and 12 closed out — a net gain of 12 holders — while 56 added to existing stakes and 68 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $4.02M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $10.5M.

  • 204 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2023, up from 197 in Q4 2022.
  • Funds reported $841M of iShares Morningstar Growth ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 24 funds opened new iShares Morningstar Growth ETF positions in Q1 2023 and 12 closed out, a net change of +12 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2023 was AE Wealth Management, an estimated $4.02M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2023.