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iShares Morningstar Growth ETF

252 hedge funds and large institutions have $1.3B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 254252 (-2)

3% less capital invested

Capital invested by funds: $1.34B → $1.3B (-$45.6M)

3.6% less ownership

Funds ownership: 59.85%56.25% (-3.6%)

40% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 95

Holders
252
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
19
Increased
57
Reduced
95
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$250M -$6.18M -76,265 -2%
Morgan Stanley
2
Morgan Stanley
New York
$121M +$214K +2,641 +0.2%
LPL Financial
3
LPL Financial
California
$106M -$8.55M -105,433 -8%
Wells Fargo
4
Wells Fargo
California
$64.8M -$1.13M -13,945 -2%
FWP
5
FAS Wealth Partners
Kansas
$54.3M -$1.1M -13,545 -2%
Bank of America
6
Bank of America
North Carolina
$51.8M -$5.49M -67,757 -10%
CT
7
Clearstead Trust
Maine
$40.6M -$279K -3,438 -0.7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$38.7M -$949K -11,707 -2%
AAS
9
Avantax Advisory Services
Texas
$31.7M +$155K +1,915 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$28.7M -$1.68M -20,696 -6%
UBS Group
11
UBS Group
Switzerland
$26.7M -$32.6K -402 -0.1%
JP Morgan Chase
12
JP Morgan Chase
New York
$25.4M +$1.26M +15,527 +5%
MML Investors Services
13
MML Investors Services
Massachusetts
$22.7M +$1.36M +16,837 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$20M -$4.68M -57,762 -20%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$13M -$39.8K -491 -0.3%
KJWM
16
Kiley Juergens Wealth Management
Washington
$12.5M -$224K -2,766 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.6M -$4.16M -51,298 -27%
LWM
18
LongView Wealth Management
Georgia
$11.5M +$1.11M +13,663 +11%
CWM
19
Cornerstone Wealth Management
Missouri
$10.1M +$383K +4,725 +4%
Corient Private Wealth
20
Corient Private Wealth
Florida
$8.63M -$1.27M -15,667 -13%
PCIA
21
Prime Capital Investment Advisors
Kansas
$8.39M +$504K +6,223 +7%
AWM
22
Aspire Wealth Management
Massachusetts
$8.3M +$10.8K +133 +0.1%
RJA
23
Raymond James & Associates
Florida
$8.27M -$121K -1,496 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.96M +$288K +3,552 +4%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$7.62M -$46.4K -572 -0.6%

ILCG Hedge Fund Activity: Q3 2024 in Review

252 of the 6,964 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: 19 funds opened new ILCG positions and 18 closed out — a net gain of 1 holder — 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 Strategic Financial Concepts, cutting an estimated $68.4M.

  • 252 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.
  • 19 funds opened new iShares Morningstar Growth ETF positions in Q3 2024 and 18 closed out, a net change of +1 holder.
  • 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 Strategic Financial Concepts, an estimated $68.4M sold.

Based on aggregated 13F filings for Q3 2024.