iShares Morningstar Growth ETF
ILCG
183 hedge funds and large institutions have $744M invested in iShares Morningstar Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 16 closing their positions.
0.57% less ownership
Funds ownership: 53.02% → 52.45% (-0.57%)
5% less funds holding
Funds holding: 193 → 183 (-10)
8% less capital invested
Capital invested by funds: $806M → $744M (-$62M)
17% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 63
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
56% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CT
Clearstead Trust
Portland,
Maine
|
+$46.4M |
| 2 |
Jane Street
New York
|
+$7.75M |
| 3 |
EH
Equitable Holdings
New York
|
+$6.93M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$2.67M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$43M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$35.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.54M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.16M |
ILCG Hedge Fund Activity: Q3 2022 in Review
183 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2022, worth a combined $744M — down 7.7% from $806M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of ILCG and 7 opened new positions — a net loss of 9 holders — while 63 trimmed existing stakes and 52 added.
The largest buyer was Clearstead Trust, opening a new position worth an estimated $46.4M. The largest seller was Clearstead Advisors, exiting entirely with an estimated $43M sold.
- 183 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2022, down from 193 in Q2 2022.
- Funds reported $744M of iShares Morningstar Growth ETF stock for Q3 2022, down 7.7% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Growth ETF positions in Q3 2022 and 16 closed out, a net change of -9 holders.
- The largest iShares Morningstar Growth ETF buyer in Q3 2022 was Clearstead Trust, an estimated $46.4M added.
- The largest iShares Morningstar Growth ETF seller in Q3 2022 was Clearstead Advisors, an estimated $43M sold.
Based on aggregated 13F filings for Q3 2022.