iShares Morningstar Growth ETF
ILCG
206 hedge funds and large institutions have $1.18B invested in iShares Morningstar Growth ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 14 closing their positions.
150% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 14
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
11% more funds holding
Funds holding: 186 → 206 (+20)
7% more capital invested
Capital invested by funds: $1.1B → $1.18B (+$78.7M)
0.22% more ownership
Funds ownership: 52.14% → 52.36% (+0.22%)
20% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.62M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.34M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.62M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.34M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$23.8M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$9.03M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.69M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$8.3M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$5.68M |
ILCG Hedge Fund Activity: Q4 2021 in Review
206 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2021, worth a combined $1.18B — up 7.2% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new ILCG positions and 14 closed out — a net gain of 21 holders — while 55 added to existing stakes and 69 trimmed.
The largest buyer was Ameriprise, adding an estimated $6.62M. The largest seller was Equitable Holdings, cutting an estimated $23.8M.
- 206 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2021, up from 186 in Q3 2021.
- Funds reported $1.18B of iShares Morningstar Growth ETF stock for Q4 2021, up 7.2% quarter-over-quarter.
- 35 funds opened new iShares Morningstar Growth ETF positions in Q4 2021 and 14 closed out, a net change of +21 holders.
- The largest iShares Morningstar Growth ETF buyer in Q4 2021 was Ameriprise, an estimated $6.62M added.
- The largest iShares Morningstar Growth ETF seller in Q4 2021 was Equitable Holdings, an estimated $23.8M sold.
Based on aggregated 13F filings for Q4 2021.