iShares Morningstar Growth ETF
ILCG
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, 71 increasing their positions, 78 reducing their positions, and 30 closing their positions.
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: 252 → 254 (+2)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
9% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 78
2.57% less ownership
Funds ownership: 59.59% → 57.02% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
+$37.9M |
| 2 |
EH
Equitable Holdings
New York
|
+$17.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.48M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$8.36M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
-$47M |
| 2 |
SWM
Sanctuary Wealth Management
Pocatello,
Idaho
|
-$10.6M |
| 3 |
Goldman Sachs
New York
|
-$7.63M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.48M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$6.39M |
ILCG Hedge Fund Activity: Q2 2024 in Review
254 of the 6,935 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 9.5% 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 71 added to existing stakes and 78 trimmed.
The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $37.9M. 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 9.5% 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 AdvisorShares Investments, an estimated $37.9M 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.