iShares Morningstar Growth ETF
ILCG
193 hedge funds and large institutions have $806M invested in iShares Morningstar Growth ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 28 closing their positions.
0.26% more ownership
Funds ownership: 52.76% → 53.02% (+0.26%)
5% less funds holding
Funds holding: 203 → 193 (-10)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
24% less capital invested
Capital invested by funds: $1.06B → $806M (-$256M)
25% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 68
36% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$39.3M |
| 2 |
EH
Equitable Holdings
New York
|
+$9.79M |
| 3 |
Goldman Sachs
New York
|
+$4.76M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.16M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.5M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$11.7M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.1M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.17M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.06M |
ILCG Hedge Fund Activity: Q2 2022 in Review
193 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2022, worth a combined $806M — down 24% from $1.06B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of ILCG and 18 opened new positions — a net loss of 10 holders — while 68 trimmed existing stakes and 51 added.
The largest buyer was Wealthquest, opening a new position worth an estimated $39.3M. The largest seller was Ameriprise, cutting an estimated $12.5M.
- 193 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2022, down from 203 in Q1 2022.
- Funds reported $806M of iShares Morningstar Growth ETF stock for Q2 2022, down 24% quarter-over-quarter.
- 18 funds opened new iShares Morningstar Growth ETF positions in Q2 2022 and 28 closed out, a net change of -10 holders.
- The largest iShares Morningstar Growth ETF buyer in Q2 2022 was Wealthquest, an estimated $39.3M added.
- The largest iShares Morningstar Growth ETF seller in Q2 2022 was Ameriprise, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2022.