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iShares Morningstar Growth ETF

254 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

9% more capital invested

Capital invested by funds: $1.23B → $1.34B (+$116M)

1% more funds holding

Funds holding: 252254 (+2)

0.21% more ownership

Funds ownership: 59.64%59.85% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

6% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 77

Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
36
Increased
72
Reduced
77
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$249M +$17.7M +231,886 +8%
Morgan Stanley
2
Morgan Stanley
New York
$117M +$3.2M +41,850 +3%
LPL Financial
3
LPL Financial
California
$111M +$7.56M +98,743 +8%
Wells Fargo
4
Wells Fargo
California
$63.9M +$5.27M +68,809 +10%
Bank of America
5
Bank of America
North Carolina
$55.7M +$8.48M +110,748 +19%
FWP
6
FAS Wealth Partners
Kansas
$53.7M +$42K +549 +0.1%
AI
7
AdvisorShares Investments
Maryland
$40.6M +$37.9M +495,156 New
CT
8
Clearstead Trust
Maine
$39.6M -$1.5M -19,572 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$38.5M +$2.34M +30,539 +7%
AAS
10
Avantax Advisory Services
Texas
$30.6M +$1.05M +13,669 +4%
Ameriprise
11
Ameriprise
Minnesota
$29.5M -$2.29M -29,857 -8%
UBS Group
12
UBS Group
Switzerland
$25.9M +$38.8K +507 +0.2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$24M +$8.12M +106,146 +56%
JP Morgan Chase
14
JP Morgan Chase
New York
$23.3M +$1.36M +17,732 +7%
MML Investors Services
15
MML Investors Services
Massachusetts
$20.6M +$1.21M +15,847 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$15.4M -$1.94M -25,329 -12%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$12.6M -$152K -1,987 -1%
KJWM
18
Kiley Juergens Wealth Management
Washington
$12.4M -$244K -3,192 -2%
PAG
19
Private Advisor Group
New Jersey
$11.1M +$8.36M +109,161 +395%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.3M +$591K +7,716 +7%
LWM
21
LongView Wealth Management
Georgia
$10.1M +$885K +11,560 +10%
Corient Private Wealth
22
Corient Private Wealth
Florida
$9.67M -$97.8K -1,278 -1%
CWM
23
Cornerstone Wealth Management
Missouri
$9.39M -$116K -1,522 -1%
WIA
24
World Investment Advisors
California
$8.91M +$269K +3,516 +3%
RJA
25
Raymond James & Associates
Florida
$8.14M +$845K +11,036 +12%

ILCG Hedge Fund Activity: Q2 2024 in Review

254 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2024, worth a combined $1.34B — up 9.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ILCG positions and 30 closed out — a net gain of 6 holders — while 72 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $61.1M. The largest seller was Thrive Capital Management (Pennsylvania), exiting entirely with an estimated $47M sold.

  • 254 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2024, up from 252 in Q1 2024.
  • Funds reported $1.34B of iShares Morningstar Growth ETF stock for Q2 2024, up 9.4% quarter-over-quarter.
  • 36 funds opened new iShares Morningstar Growth ETF positions in Q2 2024 and 30 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $61.1M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2024 was Thrive Capital Management (Pennsylvania), an estimated $47M sold.

Based on aggregated 13F filings for Q2 2024.