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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
FLI
201
Family Legacy Inc
South Carolina
$219K
LWANC
202
Laurel Wealth Advisors (North Carolina)
North Carolina
$219K
NFG
203
Nations Financial Group
Iowa
$215K +$162 +2 +0.1%
PCS
204
Personal CFO Solutions
New Jersey
$213K
SF
205
Synovus Financial
Georgia
$213K
EAM
206
Everstar Asset Management
North Carolina
$212K +$205K +2,525 New
SWA
207
Stratos Wealth Advisors
Ohio
$211K +$324 +4 +0.2%
CA
208
Cornerstone Advisory
Maryland
$210K +$324 +4 +0.2%
FIB
209
First Interstate Bank
Montana
$210K
SWAG
210
Spectrum Wealth Advisory Group
California
$210K
MC
211
Mathes Company
New York
$210K +$203K +2,500 New
EB
212
Eastern Bank
Massachusetts
$209K -$6.57K -81 -3%
Cerity Partners
213
Cerity Partners
New York
$207K -$447K -5,509 -69%
HIA
214
Harbor Investment Advisory
Maryland
$189K
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$166K
Jones Financial Companies
216
Jones Financial Companies
Missouri
$163K +$79.1K +976 +101%
CA
217
Crewe Advisors
Utah
$158K
AF
218
Allworth Financial
California
$147K
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$142K
CMA
220
Cedar Mountain Advisors
Oregon
$139K -$567 -7 -0.4%
TFGT
221
TS Financial Group (TSFG)
Illinois
$109K
HBW
222
Hazlett, Burt & Watson
West Virginia
$100K
US Bancorp
223
US Bancorp
Minnesota
$95.2K
MWM
224
MGB Wealth Management
Texas
$84K
AWM
225
Avior Wealth Management
Nebraska
$83.6K

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.