iShares Morningstar Growth ETF
ILCG
286 hedge funds and large institutions have $1.41B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 75 increasing their positions, 85 reducing their positions, and 15 closing their positions.
260% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 15
88% more capital inflows, than outflows
Capital inflows: $144M | Capital outflows: $76.7M
13% more funds holding
Funds holding: 253 → 286 (+33)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
1.77% more ownership
Funds ownership: 56.25% → 58.03% (+1.8%)
12% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.7M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.84M |
| 4 |
CoreCap Advisors
Southfield,
Michigan
|
+$6.36M |
| 5 |
Atria Investments
Charlotte,
North Carolina
|
+$4.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Equitable Holdings
New York
|
-$20M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.29M |
| 3 |
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$7.28M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.18M |
| 5 |
FAS Wealth Partners
Leawood,
Kansas
|
-$4.74M |
ILCG Hedge Fund Activity: Q4 2024 in Review
286 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2024, worth a combined $1.41B — up 8.6% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new ILCG positions and 15 closed out — a net gain of 39 holders — while 75 added to existing stakes and 85 trimmed.
The largest buyer was LPL Financial, adding an estimated $14.4M. The largest seller was Equitable Holdings, cutting an estimated $20M.
- 286 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2024, up from 253 in Q3 2024.
- Funds reported $1.41B of iShares Morningstar Growth ETF stock for Q4 2024, up 8.6% quarter-over-quarter.
- 54 funds opened new iShares Morningstar Growth ETF positions in Q4 2024 and 15 closed out, a net change of +39 holders.
- The largest iShares Morningstar Growth ETF buyer in Q4 2024 was LPL Financial, an estimated $14.4M added.
- The largest iShares Morningstar Growth ETF seller in Q4 2024 was Equitable Holdings, an estimated $20M sold.
Based on aggregated 13F filings for Q4 2024.