ISHARES MORNINGSTAR GROWTH E (ILCG) Institutional Ownership Changes & 13F Activity

ISHARES MORNINGSTAR GROWTH E (ILCG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2025Sequoia Financial AdvisorsSell-243,740$302,903
Q4 2024Sequoia Financial AdvisorsSell-113,764$337,255
Q2 2024Sequoia Financial AdvisorsBuy5003,775$307,323
Q4 2023Renaissance Technologies LLCSell-3,9006,100$414
Q4 2023Sequoia Financial AdvisorsSell-3703,275$222,111
Q1 2023Sequoia Financial AdvisorsSell-1,8003,645$201,783
Q4 2021Renaissance Technologies LLCBuy4,70010,000$718
Q4 2021Sequoia Financial AdvisorsBuy2,0805,445$391
Q3 2021Renaissance Technologies LLCBuy2,5005,300$347
Q3 2021Sequoia Financial AdvisorsSell-5303,365$221
Q2 2021Sequoia Financial AdvisorsBuy2,7163,895$252
Q1 2021Sequoia Financial AdvisorsBuy501,179$340
Q4 2020Sequoia Financial AdvisorsSell-71,129$327
Q3 2020Sequoia Financial AdvisorsBuy1,1361,136$304
Q2 2020Renaissance Technologies LLCBuy2,8002,800$657
Q2 2020Sequoia Financial AdvisorsSell-1,1360$266
Q4 2019Sequoia Financial AdvisorsSell-711,136$239
Q2 2019Sequoia Financial AdvisorsSell-881,207$232
Q2 2018Sequoia Financial AdvisorsSell-621,295$226
Q1 2018Sequoia Financial AdvisorsSell-3551,357$222
Q2 2017Sequoia Financial AdvisorsSell-4511,712$238
Q1 2017Sequoia Financial AdvisorsSell-1752,163$285
Q4 2016Sequoia Financial AdvisorsSell-2482,338$283
Q3 2016Sequoia Financial AdvisorsBuy1722,586$315
Q2 2016Sequoia Financial AdvisorsBuy2,1092,414$283
Q1 2016Sequoia Financial AdvisorsSell-2,940305$2,579
Q4 2015Sequoia Financial AdvisorsBuy1843,245$367
Q3 2015Sequoia Financial AdvisorsSell-553,061$343
Q2 2015Sequoia Financial AdvisorsSell-633,116$370
Q1 2015Sequoia Financial AdvisorsSell-663,179$376

Frequently asked questions about ILCG activity

  • Which institutional owners are buying ILCG?

    Institutional owners buying ILCG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ILCG activity?

    "Buy" means an investor increased their reported position in ILCG compared to the prior reporting period. This reflects growing exposure to ISHARES MORNINGSTAR GROWTH E (ILCG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ILCG increasing?

    Institutional interest in ILCG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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