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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
PCS
201
Personal CFO Solutions
New Jersey
$207K +$194K +2,540 New
SF
202
Synovus Financial
Georgia
$206K +$194K +2,529 New
TI
203
Truepoint Inc
Ohio
$205K -$22.3K -291 -10%
SWA
204
Stratos Wealth Advisors
Ohio
$204K +$191K +2,501 New
CA
205
Cornerstone Advisory
Maryland
$204K +$191K +2,500 New
FIB
206
First Interstate Bank
Montana
$204K +$191K +2,500 New
SWAG
207
Spectrum Wealth Advisory Group
California
$204K +$191K +2,500 New
UAG
208
United Advisor Group
Ohio
$200K +$188K +2,457 New
HIA
209
Harbor Investment Advisory
Maryland
$183K – – –
MFA
210
McClarren Financial Advisors
Pennsylvania
$175K -$158K -2,066 -96%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$161K – – –
CA
212
Crewe Advisors
Utah
$153K – – –
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$143K – – –
AF
214
Allworth Financial
California
$141K +$134K +1,751 New
CMA
215
Cedar Mountain Advisors
Oregon
$136K -$6.35K -83 -5%
TSMHT
216
Thurston Springer Miller Herd & Titak
Indiana
$121K +$113K +1,481 New
CFD
217
Creative Financial Designs
Indiana
$108K +$77 +1 +0.1%
TFGT
218
TS Financial Group (TSFG)
Illinois
$106K – – –
HBW
219
Hazlett, Burt & Watson
West Virginia
$98K – – –
US Bancorp
220
US Bancorp
Minnesota
$92.2K -$11.7K -153 -12%
PB
221
Pinnacle Bancorp
Nebraska
$90.8K – – –
MWM
222
MGB Wealth Management
Texas
$84K – – –
AWM
223
Avior Wealth Management
Nebraska
$81K – – –
UB
224
UMB Bank
Missouri
$79.5K – – –
CFGS
225
Concourse Financial Group Securities
Alabama
$79K +$3.44K +45 +5%
7 8
9
10 11

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.