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iShares Morningstar Growth ETF
ILCG

197 hedge funds and large institutions have $757M invested in iShares Morningstar Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

8% more funds holding

Funds holding: 183 → 197 (+14)

2% more capital invested

Capital invested by funds: $744M → $757M (+$12.6M)

0.44% more ownership

Funds ownership: 52.45% → 52.89% (+0.44%)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

Holders
197
Holders Change
+14
Holders Change %
+7.65%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
27
Increased
55
Reduced
67
Closed
8
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$16K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.7M
2
Bank of America
Bank of America
North Carolina
+$4.68M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.46M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$2.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.65M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
-$8.28M
2
Jane Street
Jane Street
New York
-$5.98M
3
W
Wealthquest
Ohio
-$2.75M
4
LPL Financial
LPL Financial
California
-$1.92M
5
CT
Clearstead Trust
Maine
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
1
Equitable Holdings
New York
$167M +$5K +100 +0%
Morgan Stanley
2
Morgan Stanley
New York
$61.2M +$2.42M +48,301 +4%
LPL Financial
3
LPL Financial
California
$57.4M -$1.92M -38,404 -3%
Wells Fargo
4
Wells Fargo
California
$40.8M +$2.62M +52,315 +7%
CT
5
Clearstead Trust
Maine
$40.1M -$1.74M -34,784 -4%
Bank of America
6
Bank of America
North Carolina
$39.7M +$4.68M +93,570 +13%
FWP
7
FAS Wealth Partners
Kansas
$33.7M -$8.28M -165,576 -19%
Ameriprise
8
Ameriprise
Minnesota
$18.9M +$1.07M +21,402 +6%
UBS Group
9
UBS Group
Switzerland
$17.3M -$422K -8,438 -2%
AAS
10
Avantax Advisory Services
Texas
$16M +$1.12M +22,339 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.6M +$1.52M +30,345 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$15.2M +$2.65M +52,946 +20%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$14M +$7.7M +153,882 +115%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.4M +$4.46M +89,147 +62%
JP Morgan Chase
15
JP Morgan Chase
New York
$10.2M -$1.32M -26,494 -11%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.53M -$557K -11,146 -6%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$8.36M -$122K -2,443 -1%
KJWM
18
Kiley Juergens Wealth Management
Washington
$8.2M -$302K -6,046 -3%
SFG
19
Sunburst Financial Group
Alabama
$7.03M +$2.37M +47,321 +49%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$6.76M +$2.37M +47,384 +52%
AWM
21
Aspire Wealth Management
Massachusetts
$5.07M -$68.7K -1,373 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.18M +$367K +7,348 +9%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$3.72M -$97.3K -1,945 -2%
IWM
24
IHT Wealth Management
Illinois
$3.61M +$115K +2,309 +3%
MWM
25
Marietta Wealth Management
Georgia
$3.6M +$121K +2,421 +3%
1
2 3 4 5

ILCG Hedge Fund Activity: Q4 2022 in Review

197 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2022, worth a combined $757M — up 1.7% from $744M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ILCG positions and 8 closed out — a net gain of 19 holders — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.7M. The largest seller was FAS Wealth Partners, cutting an estimated $8.28M.

  • 197 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2022, up from 183 in Q3 2022.
  • Funds reported $757M of iShares Morningstar Growth ETF stock for Q4 2022, up 1.7% quarter-over-quarter.
  • 27 funds opened new iShares Morningstar Growth ETF positions in Q4 2022 and 8 closed out, a net change of +19 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $7.7M added.
  • The largest iShares Morningstar Growth ETF seller in Q4 2022 was FAS Wealth Partners, an estimated $8.28M sold.

Based on aggregated 13F filings for Q4 2022.