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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

295 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, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.96%
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
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
EH
Equitable Holdings
New York
$236M
2
Corient Private Wealth
Corient Private Wealth
Florida
$11.5M
3
CWM
Congress Wealth Management
Massachusetts
$0
4
LPL Financial
LPL Financial
California
$130M
5
Bank of America
Bank of America
North Carolina
$45.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
226
Nations Financial Group
Iowa
$249K +$97 +1 +0%
BSCCG
227
Blue Sky Capital Consultants Group
California
$247K – – –
MG
228
McHugh Group
Ohio
$245K – – –
SWA
229
Stratos Wealth Advisors
Ohio
$244K +$291 +3 +0.1%
CA
230
Cornerstone Advisory
Maryland
$244K +$194 +2 +0.1%
FIB
231
First Interstate Bank
Montana
$242K – – –
MC
232
Mathes Company
New York
$242K – – –
EB
233
Eastern Bank
Massachusetts
$241K – – –
Cerity Partners
234
Cerity Partners
New York
$239K +$239K +2,469 New
BFS
235
BridgePort Financial Solutions
Iowa
$239K +$239K +2,468 New
DWM
236
Destination Wealth Management
California
$233K -$50.8K -524 -18%
NP
237
Nilsine Partners
Colorado
$233K +$233K +2,400 New
FIC
238
Family Investment Center
Missouri
$232K +$232K +2,398 New
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$228K -$25.9K -267 -10%
FEM
240
Fulcrum Equity Management
Texas
$227K +$227K +2,339 New
HIA
241
Harbor Investment Advisory
Maryland
$225K +$2.42K +25 +1%
SWAG
242
Spectrum Wealth Advisory Group
California
$221K +$221K +2,280 New
OC
243
Oppenheimer & Co
New York
$220K +$220K +2,269 New
MC
244
McCarthy & Cox
Ohio
$218K +$218K +2,250 New
PCH
245
PGIM Custom Harvest
New Jersey
$218K +$218K +2,250 New
SF
246
Synovus Financial
Georgia
$214K -$31K -320 -13%
SFS
247
Sowell Financial Services
Arkansas
$214K -$92.4K -954 -30%
DAS
248
Diversify Advisory Services
Utah
$210K +$210K +2,068 New
HHGA
249
Halbert Hargrove Global Advisors
California
$196K – – –
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$179K – – –
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