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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

293 hedge funds and large institutions have $1.58B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 90 reducing their positions, and 13 closing their positions.

Holders
293
Holders Change
+24
Holders Change %
+8.92%
% of All Funds
3.93%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.17%
New
40
Increased
84
Reduced
90
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDWCC
1
B&D White Capital Company
Texas
$33.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.5M
3
GAG
3
Goodman Advisory Group
Massachusetts
$17.9M
4
GAG
4
GM Advisory Group
New York
$23.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$8.68M

Top Sellers

1
EH
1
Equitable Holdings
New York
$236M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$11.5M
3
CWM
3
Congress Wealth Management
Massachusetts
$0
4
LPL Financial
4
LPL Financial
California
$130M
5
Bank of America
5
Bank of America
North Carolina
$45.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$236M 2,432,116 -171,673 -7%
Morgan Stanley
2
Morgan Stanley
New York
$141M 1,451,313 -336 -0%
LPL Financial
3
LPL Financial
California
$130M 1,344,424 -77,271 -5%
Wells Fargo
4
Wells Fargo
California
$62.3M 642,659 -13,035 -2%
FWP
5
FAS Wealth Partners
Kansas
$58M 598,563 +13,236 +2%
CT
6
Clearstead Trust
Maine
$47.8M 493,585 -13,007 -3%
Bank of America
7
Bank of America
North Carolina
$45.8M 472,917 -68,592 -13%
MCWS
8
McKinley Carter Wealth Services
West Virginia
$44.7M 461,073 +1,830 +0.4%
AAS
9
Avantax Advisory Services
Texas
$37.1M 383,000 +8,698 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$36M 371,067 -54,394 -13%
BDWCC
11
B&D White Capital Company
Texas
$33.8M 348,695 +348,695 New
Ameriprise
12
Ameriprise
Minnesota
$33.7M 347,741 +4,477 +1%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$29.8M 307,252 -14,425 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$29.5M 304,261 +199,835 +191%
UBS Group
15
UBS Group
Switzerland
$29.3M 302,585 -129 -0%
MML Investors Services
16
MML Investors Services
Massachusetts
$27M 278,609 +2,715 +1%
GAG
17
GM Advisory Group
New York
$23.9M 246,525 +159,159 +182%
Raymond James Financial
18
Raymond James Financial
Florida
$23.5M 242,583 -65,645 -21%
GAG
19
Goodman Advisory Group
Massachusetts
$17.9M 184,981 +184,981 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$16.2M 167,692 +17,885 +12%
LWM
21
LongView Wealth Management
Georgia
$14.6M 150,177 +2,898 +2%
KJWM
22
Kiley Juergens Wealth Management
Washington
$14.3M 148,090 -670 -0.5%
Osaic Holdings
23
Osaic Holdings
Arizona
$13M 144,547 +20,903 +17%
Corient Private Wealth
24
Corient Private Wealth
Florida
$11.5M 118,936 -131,358 -52%
PCIA
25
Prime Capital Investment Advisors
Kansas
$11.1M 114,106 -46,522 -29%
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