iShares Morningstar Growth ETF
ILCG
213 hedge funds and large institutions have $900M invested in iShares Morningstar Growth ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 70 reducing their positions, and 23 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0.22% less ownership
Funds ownership: 54.27% → 54.05% (-0.22%)
2% less funds holding
Funds holding: 217 → 213 (-4)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
21% less capital inflows, than outflows
Capital inflows: $51.5M | Capital outflows: $65.1M
30% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.81M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.72M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.38M |
| 5 |
DB Wealth Management Group
San Diego,
California
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clearstead Trust
Portland,
Maine
|
-$10M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
-$8.98M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.72M |
| 4 |
Equitable Holdings
New York
|
-$4.78M |
| 5 |
Sanctuary Wealth Management
Pocatello,
Idaho
|
-$3.97M |
ILCG Hedge Fund Activity: Q3 2023 in Review
213 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2023, worth a combined $900M — down 5.9% from $956M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of ILCG and 20 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 49 added.
The largest buyer was Morgan Stanley, adding an estimated $9.5M. The largest seller was Clearstead Trust, cutting an estimated $10M.
- 213 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2023, down from 217 in Q2 2023.
- Funds reported $900M of iShares Morningstar Growth ETF stock for Q3 2023, down 5.9% quarter-over-quarter.
- 20 funds opened new iShares Morningstar Growth ETF positions in Q3 2023 and 23 closed out, a net change of -3 holders.
- The largest iShares Morningstar Growth ETF buyer in Q3 2023 was Morgan Stanley, an estimated $9.5M added.
- The largest iShares Morningstar Growth ETF seller in Q3 2023 was Clearstead Trust, an estimated $10M sold.
Based on aggregated 13F filings for Q3 2023.