iShares Morningstar Growth ETF
ILCG
234 hedge funds and large institutions have $1.15B invested in iShares Morningstar Growth ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 16 closing their positions.
144% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 16
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
23% more capital invested
Capital invested by funds: $936M → $1.15B (+$215M)
9% more funds holding
Funds holding: 214 → 234 (+20)
3.95% more ownership
Funds ownership: 56.25% → 60.2% (+3.9%)
5% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$90.6M |
| 2 |
SWM
Sanctuary Wealth Management
Pocatello,
Idaho
|
+$7.88M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.63M |
| 4 |
JP Morgan Chase
New York
|
+$4.21M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$36.6M |
| 2 |
CT
Clearstead Trust
Portland,
Maine
|
-$6.62M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.14M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.6M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$4.31M |
ILCG Hedge Fund Activity: Q4 2023 in Review
234 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2023, worth a combined $1.15B — up 23% from $936M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new ILCG positions and 16 closed out — a net gain of 23 holders — while 69 added to existing stakes and 73 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $90.6M. The largest seller was Clearstead Advisors, exiting entirely with an estimated $36.6M sold.
- 234 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2023, up from 214 in Q3 2023.
- Funds reported $1.15B of iShares Morningstar Growth ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 39 funds opened new iShares Morningstar Growth ETF positions in Q4 2023 and 16 closed out, a net change of +23 holders.
- The largest iShares Morningstar Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $90.6M added.
- The largest iShares Morningstar Growth ETF seller in Q4 2023 was Clearstead Advisors, an estimated $36.6M sold.
Based on aggregated 13F filings for Q4 2023.