iShares Morningstar Growth ETF
ILCG
253 hedge funds and large institutions have $1.3B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 18 closing their positions.
11% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 18
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0% less funds holding
Funds holding: 254 → 253 (-1)
0.76% less ownership
Funds ownership: 57.02% → 56.25% (-0.76%)
40% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 95
66% less capital inflows, than outflows
Capital inflows: $43.7M | Capital outflows: $127M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$7.02M |
| 2 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$6.89M |
| 3 |
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$3.36M |
| 4 |
Two Sigma Investments
New York
|
+$2.2M |
| 5 |
Savant Capital
Rockford,
Illinois
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AdvisorShares Investments
Bethesda,
Maryland
|
-$40.6M |
| 2 |
World Investment Advisors
Santa Barbara,
California
|
-$8.91M |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
-$8.57M |
| 4 |
LPL Financial
San Diego,
California
|
-$8.55M |
| 5 |
Equitable Holdings
New York
|
-$6.18M |
ILCG Hedge Fund Activity: Q3 2024 in Review
253 of the 6,986 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2024, worth a combined $1.3B — down 3.4% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ILCG positions and 18 closed out — a net gain of 2 holders — while 57 added to existing stakes and 95 trimmed.
The largest buyer was Ethos Financial Group, opening a new position worth an estimated $7.02M. The largest seller was AdvisorShares Investments, exiting entirely with an estimated $40.6M sold.
- 253 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2024, down from 254 in Q2 2024.
- Funds reported $1.3B of iShares Morningstar Growth ETF stock for Q3 2024, down 3.4% quarter-over-quarter.
- 20 funds opened new iShares Morningstar Growth ETF positions in Q3 2024 and 18 closed out, a net change of +2 holders.
- The largest iShares Morningstar Growth ETF buyer in Q3 2024 was Ethos Financial Group, an estimated $7.02M added.
- The largest iShares Morningstar Growth ETF seller in Q3 2024 was AdvisorShares Investments, an estimated $40.6M sold.
Based on aggregated 13F filings for Q3 2024.