iShares Morningstar Growth ETF
ILCG
177 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 16 closing their positions.
28% more capital invested
Capital invested by funds: $830M → $1.06B (+$232M)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
1% less funds holding
Funds holding: 178 → 177 (-1)
32% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 71
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
202.6% less ownership
Funds ownership: 254.22% → 51.62% (-203%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$105M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.72M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$5.71M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.2M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$27.8M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$10.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.76M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.3M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
-$5.74M |
ILCG Hedge Fund Activity: Q2 2021 in Review
177 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2021, worth a combined $1.06B — up 28% from $830M a quarter earlier.
Fund positioning in ILCG was balanced in Q2 2021: 16 funds opened new positions, 16 closed out, 48 added to existing stakes and 71 trimmed.
The largest buyer was Equitable Holdings, adding an estimated $105M. The largest seller was Geneos Wealth Management, cutting an estimated $27.8M.
- 177 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2021, down from 178 in Q1 2021.
- Funds reported $1.06B of iShares Morningstar Growth ETF stock for Q2 2021, up 28% quarter-over-quarter.
- 16 funds opened new iShares Morningstar Growth ETF positions in Q2 2021 and 16 closed out, a net change of 0 holders.
- The largest iShares Morningstar Growth ETF buyer in Q2 2021 was Equitable Holdings, an estimated $105M added.
- The largest iShares Morningstar Growth ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $27.8M sold.
Based on aggregated 13F filings for Q2 2021.