iShares Morningstar Growth ETF
ILCG
162 hedge funds and large institutions have $945M invested in iShares Morningstar Growth ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 10 closing their positions.
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
66% more capital invested
Capital invested by funds: $568M → $945M (+$377M)
19% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 43
15% more funds holding
Funds holding: 141 → 162 (+21)
7.15% more ownership
Funds ownership: 48.41% → 55.56% (+7.2%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$33.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$23.2M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$21.6M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$21.3M |
| 5 |
Morgan Stanley
New York
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$11.2M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$4.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.5M |
| 4 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$2.29M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.77M |
ILCG Hedge Fund Activity: Q2 2020 in Review
162 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2020, worth a combined $945M — up 66% from $568M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new ILCG positions and 10 closed out — a net gain of 21 holders — while 51 added to existing stakes and 43 trimmed.
The largest buyer was Dorsey Wright & Associates, opening a new position worth an estimated $33.4M. The largest seller was Integrated Advisors Network, cutting an estimated $11.2M.
- 162 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2020, up from 141 in Q1 2020.
- Funds reported $945M of iShares Morningstar Growth ETF stock for Q2 2020, up 66% quarter-over-quarter.
- 31 funds opened new iShares Morningstar Growth ETF positions in Q2 2020 and 10 closed out, a net change of +21 holders.
- The largest iShares Morningstar Growth ETF buyer in Q2 2020 was Dorsey Wright & Associates, an estimated $33.4M added.
- The largest iShares Morningstar Growth ETF seller in Q2 2020 was Integrated Advisors Network, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2020.