iShares Morningstar Growth ETF
ILCG
186 hedge funds and large institutions have $1.1B invested in iShares Morningstar Growth ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more funds holding
Funds holding: 177 → 186 (+9)
3% more capital invested
Capital invested by funds: $1.06B → $1.1B (+$36.1M)
0.52% more ownership
Funds ownership: 51.62% → 52.14% (+0.52%)
4% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$16.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.65M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.46M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$4.54M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$8.36M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.86M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$2.17M |
| 4 |
Nomura Asset Management
Tokyo,
Japan
|
-$1.89M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$1.8M |
ILCG Hedge Fund Activity: Q3 2021 in Review
186 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2021, worth a combined $1.1B — up 3.4% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new ILCG positions and 7 closed out — a net gain of 15 holders — while 54 added to existing stakes and 56 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $16.4M. The largest seller was Equitable Holdings, cutting an estimated $8.36M.
- 186 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2021, up from 177 in Q2 2021.
- Funds reported $1.1B of iShares Morningstar Growth ETF stock for Q3 2021, up 3.4% quarter-over-quarter.
- 22 funds opened new iShares Morningstar Growth ETF positions in Q3 2021 and 7 closed out, a net change of +15 holders.
- The largest iShares Morningstar Growth ETF buyer in Q3 2021 was GeoWealth Management, an estimated $16.4M added.
- The largest iShares Morningstar Growth ETF seller in Q3 2021 was Equitable Holdings, an estimated $8.36M sold.
Based on aggregated 13F filings for Q3 2021.