iShares Morningstar Growth ETF
ILCG
234 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 15 closing their positions.
160% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 15
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
18% more capital invested
Capital invested by funds: $900M → $1.06B (+$158M)
10% more funds holding
Funds holding: 213 → 234 (+21)
1.22% more ownership
Funds ownership: 54.05% → 55.27% (+1.2%)
5% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sanctuary Wealth Management
Pocatello,
Idaho
|
+$7.88M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.63M |
| 3 |
JP Morgan Chase
New York
|
+$4.21M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.67M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CT
Clearstead Trust
Portland,
Maine
|
-$6.62M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.14M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.6M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$4.31M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.97M |
ILCG Hedge Fund Activity: Q4 2023 in Review
234 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2023, worth a combined $1.06B — up 18% from $900M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new ILCG positions and 15 closed out — a net gain of 24 holders — while 69 added to existing stakes and 73 trimmed.
The largest buyer was Sanctuary Wealth Management, adding an estimated $7.88M. The largest seller was Clearstead Trust, cutting an estimated $6.62M.
- 234 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2023, up from 213 in Q3 2023.
- Funds reported $1.06B of iShares Morningstar Growth ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 39 funds opened new iShares Morningstar Growth ETF positions in Q4 2023 and 15 closed out, a net change of +24 holders.
- The largest iShares Morningstar Growth ETF buyer in Q4 2023 was Sanctuary Wealth Management, an estimated $7.88M added.
- The largest iShares Morningstar Growth ETF seller in Q4 2023 was Clearstead Trust, an estimated $6.62M sold.
Based on aggregated 13F filings for Q4 2023.