iShares Morningstar Growth ETF
ILCG
178 hedge funds and large institutions have $830M invested in iShares Morningstar Growth ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 72 reducing their positions, and 18 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
3.33% less ownership
Funds ownership: 51.65% → 48.32% (-3.3%)
4% less funds holding
Funds holding: 185 → 178 (-7)
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
43% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 72
80% less capital inflows, than outflows
Capital inflows: $29.6M | Capital outflows: $149M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.7M |
| 2 |
Avantax Advisory Services
Dallas,
Texas
|
+$2.92M |
| 3 |
FAS Wealth Partners
Leawood,
Kansas
|
+$2.89M |
| 4 |
Flow Traders U.S.
New York
|
+$2.31M |
| 5 |
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
-$15.8M |
| 2 |
Simplicity Solutions
Minneapolis,
Minnesota
|
-$15.7M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.3M |
| 4 |
Morgan Stanley
New York
|
-$11.9M |
| 5 |
Equitable Holdings
New York
|
-$11.8M |
ILCG Hedge Fund Activity: Q1 2021 in Review
178 of the 5,714 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2021, worth a combined $830M — down 15% from $977M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of ILCG and 11 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 41 added.
The largest buyer was Royal Bank of Canada, adding an estimated $3.7M. The largest seller was AE Wealth Management, cutting an estimated $15.8M.
- 178 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2021, down from 185 in Q4 2020.
- Funds reported $830M of iShares Morningstar Growth ETF stock for Q1 2021, down 15% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Growth ETF positions in Q1 2021 and 18 closed out, a net change of -7 holders.
- The largest iShares Morningstar Growth ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $3.7M added.
- The largest iShares Morningstar Growth ETF seller in Q1 2021 was AE Wealth Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2021.