iShares Morningstar Growth ETF
ILCG
203 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 21 closing their positions.
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
0.4% more ownership
Funds ownership: 52.36% → 52.76% (+0.4%)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
1% less funds holding
Funds holding: 206 → 203 (-3)
10% less capital invested
Capital invested by funds: $1.18B → $1.06B (-$114M)
21% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.1M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.82M |
| 3 |
S
Surevest
Los Angeles,
California
|
+$4.78M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$4.37M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.8M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$4.23M |
| 4 |
EH
Equitable Holdings
New York
|
-$3.42M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.35M |
ILCG Hedge Fund Activity: Q1 2022 in Review
203 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2022, worth a combined $1.06B — down 9.7% from $1.18B a quarter earlier.
Fund positioning in ILCG was balanced in Q1 2022: 21 funds opened new positions, 21 closed out, 58 added to existing stakes and 73 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.1M. The largest seller was Bank of America, cutting an estimated $12M.
- 203 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2022, down from 206 in Q4 2021.
- Funds reported $1.06B of iShares Morningstar Growth ETF stock for Q1 2022, down 9.7% quarter-over-quarter.
- 21 funds opened new iShares Morningstar Growth ETF positions in Q1 2022 and 21 closed out, a net change of 0 holders.
- The largest iShares Morningstar Growth ETF buyer in Q1 2022 was Morgan Stanley, an estimated $8.1M added.
- The largest iShares Morningstar Growth ETF seller in Q1 2022 was Bank of America, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2022.