iShares Morningstar Growth ETF
ILCG
326 hedge funds and large institutions have $1.46B invested in iShares Morningstar Growth ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 24 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 97
1.09% less ownership
Funds ownership: 59.35% → 58.26% (-1.1%)
5% less funds holding
Funds holding: 342 → 326 (-16)
16% less capital invested
Capital invested by funds: $1.74B → $1.46B (-$274M)
25% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 24
54% less funds holding in top 10
Funds holding in top 10: 13 → 6 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$20.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.4M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$13.5M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.87M |
| 5 |
CT
Clearstead Trust
Portland,
Maine
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$136M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$14.1M |
| 3 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$13.6M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$12.5M |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$9.9M |
ILCG Hedge Fund Activity: Q1 2026 in Review
326 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2026, worth a combined $1.46B — down 16% from $1.74B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of ILCG and 18 opened new positions — a net loss of 6 holders — while 97 trimmed existing stakes and 111 added.
The largest buyer was Phoenix Financial, opening a new position worth an estimated $20.3M. The largest seller was Equitable Holdings, cutting an estimated $136M.
- 326 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2026, down from 342 in Q4 2025.
- Funds reported $1.46B of iShares Morningstar Growth ETF stock for Q1 2026, down 16% quarter-over-quarter.
- 18 funds opened new iShares Morningstar Growth ETF positions in Q1 2026 and 24 closed out, a net change of -6 holders.
- The largest iShares Morningstar Growth ETF buyer in Q1 2026 was Phoenix Financial, an estimated $20.3M added.
- The largest iShares Morningstar Growth ETF seller in Q1 2026 was Equitable Holdings, an estimated $136M sold.
Based on aggregated 13F filings for Q1 2026.