iShares Morningstar Growth ETF
ILCG
141 hedge funds and large institutions have $568M invested in iShares Morningstar Growth ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 20 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
15% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 20
14.92% more ownership
Funds ownership: 227.13% → 242.06% (+15%)
12% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 41
3% more capital invested
Capital invested by funds: $554M → $568M (+$14.2M)
1% more funds holding
Funds holding: 140 → 141 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$30.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$22.8M |
| 3 |
Morgan Stanley
New York
|
+$16.8M |
| 4 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
+$14.7M |
| 5 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$24M |
| 2 |
GG
GenWealth Group
Maplewood,
New Jersey
|
-$16.2M |
| 3 |
Goldman Sachs
New York
|
-$6.09M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.98M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.41M |
ILCG Hedge Fund Activity: Q1 2020 in Review
141 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2020, worth a combined $568M — up 2.6% from $554M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ILCG positions and 20 closed out — a net gain of 3 holders — while 46 added to existing stakes and 41 trimmed.
The largest buyer was FAS Wealth Partners, opening a new position worth an estimated $30.8M. The largest seller was Equitable Holdings, cutting an estimated $24M.
- 141 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2020, up from 140 in Q4 2019.
- Funds reported $568M of iShares Morningstar Growth ETF stock for Q1 2020, up 2.6% quarter-over-quarter.
- 23 funds opened new iShares Morningstar Growth ETF positions in Q1 2020 and 20 closed out, a net change of +3 holders.
- The largest iShares Morningstar Growth ETF buyer in Q1 2020 was FAS Wealth Partners, an estimated $30.8M added.
- The largest iShares Morningstar Growth ETF seller in Q1 2020 was Equitable Holdings, an estimated $24M sold.
Based on aggregated 13F filings for Q1 2020.