iShares Morningstar Growth ETF
ILCG
140 hedge funds and large institutions have $554M invested in iShares Morningstar Growth ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 47 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
9% more funds holding
Funds holding: 128 → 140 (+12)
8% more capital invested
Capital invested by funds: $511M → $554M (+$43.3M)
0.09% more ownership
Funds ownership: 45.34% → 45.43% (+0.09%)
32% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.04M |
| 2 |
Rockefeller Capital Management
New York
|
+$5.01M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$4.64M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.25M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
-$105M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$8.32M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$8.18M |
| 4 |
Morgan Stanley
New York
|
-$6.45M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.13M |
ILCG Hedge Fund Activity: Q4 2019 in Review
140 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2019, worth a combined $554M — up 8.5% from $511M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ILCG positions and 9 closed out — a net gain of 15 holders — while 32 added to existing stakes and 47 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.04M. The largest seller was Axa, exiting entirely with an estimated $105M sold.
- 140 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2019, up from 128 in Q3 2019.
- Funds reported $554M of iShares Morningstar Growth ETF stock for Q4 2019, up 8.5% quarter-over-quarter.
- 24 funds opened new iShares Morningstar Growth ETF positions in Q4 2019 and 9 closed out, a net change of +15 holders.
- The largest iShares Morningstar Growth ETF buyer in Q4 2019 was Citadel Advisors, an estimated $5.04M added.
- The largest iShares Morningstar Growth ETF seller in Q4 2019 was Axa, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2019.