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iShares Morningstar Growth ETF
ILCG

204 hedge funds and large institutions have $841M invested in iShares Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

11% more capital invested

Capital invested by funds: $757M → $841M (+$84.4M)

4% more funds holding

Funds holding: 197 → 204 (+7)

0.93% more ownership

Funds ownership: 52.89% → 53.82% (+0.93%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
56
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$4.02M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.64M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.43M
4
SFS
Sowell Financial Services
Arkansas
+$1.83M
5
AAS
Avantax Advisory Services
Texas
+$1.45M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$10.5M
2
LPL Financial
LPL Financial
California
-$4.52M
3
Ameriprise
Ameriprise
Minnesota
-$2.61M
4
Bank of America
Bank of America
North Carolina
-$2.51M
5
Wells Fargo
Wells Fargo
California
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
1
Equitable Holdings
New York
$189M -$1.37M -26,200 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$68.3M -$1.18M -22,542 -2%
LPL Financial
3
LPL Financial
California
$60.5M -$4.52M -86,320 -7%
CT
4
Clearstead Trust
Maine
$45.5M -$105K -2,000 -0.2%
Wells Fargo
5
Wells Fargo
California
$43.7M -$2.5M -47,700 -6%
Bank of America
6
Bank of America
North Carolina
$42.5M -$2.51M -48,007 -6%
FWP
7
FAS Wealth Partners
Kansas
$38.4M +$116K +2,208 +0.3%
AAS
8
Avantax Advisory Services
Texas
$19.7M +$1.45M +27,764 +8%
UBS Group
9
UBS Group
Switzerland
$19.7M +$19.9K +380 +0.1%
Ameriprise
10
Ameriprise
Minnesota
$18.8M -$2.61M -49,898 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$16.6M -$1.11M -21,281 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.3M +$1.27M +24,216 +10%
JP Morgan Chase
13
JP Morgan Chase
New York
$10.8M -$721K -13,769 -7%
MML Investors Services
14
MML Investors Services
Massachusetts
$10.4M +$691K +13,190 +8%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$9.57M +$61.5K +1,174 +0.7%
KJWM
16
Kiley Juergens Wealth Management
Washington
$8.89M -$416K -7,935 -5%
SFG
17
Sunburst Financial Group
Alabama
$8.11M +$112K +2,145 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.88M +$3.64M +69,480 +95%
CWM
19
Cornerstone Wealth Management
Missouri
$6.5M +$6.15M +117,365 New
Corient Private Wealth
20
Corient Private Wealth
Florida
$6.49M +$1.4M +26,758 +30%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.33M -$1.29M -24,551 -18%
AWM
22
Aspire Wealth Management
Massachusetts
$5.58M -$176K -3,358 -3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.89M -$10.5M -199,562 -69%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.26M -$463K -8,841 -10%
AWM
25
AE Wealth Management
Kansas
$4.25M +$4.02M +76,712 New
1
2 3 4 5

ILCG Hedge Fund Activity: Q1 2023 in Review

204 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2023, worth a combined $841M — up 11% from $757M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ILCG positions and 12 closed out — a net gain of 12 holders — while 56 added to existing stakes and 68 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $4.02M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $10.5M.

  • 204 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2023, up from 197 in Q4 2022.
  • Funds reported $841M of iShares Morningstar Growth ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 24 funds opened new iShares Morningstar Growth ETF positions in Q1 2023 and 12 closed out, a net change of +12 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2023 was AE Wealth Management, an estimated $4.02M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2023.