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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

269 hedge funds and large institutions have $1.27B invested in iShares Morningstar Growth ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-12
Holders Change %
-4.27%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
30
Increased
77
Reduced
91
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCWS
McKinley Carter Wealth Services
West Virginia
+$37.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$10.6M
3
CWM
Congress Wealth Management
Massachusetts
+$8.2M
4
GAG
GM Advisory Group
New York
+$5.61M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$4.31M

Top Sellers

1
EH
Equitable Holdings
New York
-$12.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$8.09M
4
CA
CoreCap Advisors
Michigan
-$5.77M
5
AI
Atria Investments
North Carolina
-$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
226
Synergy Investment Management
Florida
$127K – – –
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$123K – – –
AT
228
Avalon Trust
New Mexico
$117K +$117K +1,444 New
CAM
229
Costello Asset Management
Pennsylvania
$110K +$110K +1,360 New
CMA
230
Cedar Mountain Advisors
Oregon
$107K -$27.5K -339 -20%
TFGT
231
TS Financial Group (TSFG)
Illinois
$105K – – –
HBW
232
Hazlett, Burt & Watson
West Virginia
$97K – – –
US Bancorp
233
US Bancorp
Minnesota
$82.4K -$1.7K -21 -2%
CCMI
234
Creative Capital Management Investments
California
$81.6K +$81.6K +1,007 New
MWM
235
MGB Wealth Management
Texas
$81K – – –
UB
236
UMB Bank
Missouri
$72.7K – – –
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
$65.4K +$24.2K +299 +59%
WTA
238
Washington Trust Advisors
Massachusetts
$60.7K – – –
SSB
239
Sandy Spring Bank
Maryland
$59.7K – – –
TRCT
240
Tower Research Capital (TRC)
New York
$50.9K +$50.9K +629 New
AG
241
AmeriFlex Group
Nevada
$49.4K – – –
SL
242
Salomon & Ludwin
Virginia
$47.5K – – –
RIA
243
Realta Investment Advisors
Delaware
$47K – – –
NS
244
NBC Securities
Alabama
$44K +$44K +550 New
LFG
245
Larson Financial Group
Missouri
$40.5K – – –
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$39.9K -$4.45K -55 -10%
GJIA
247
Glass Jacobson Investment Advisors
Maryland
$39K – – –
CVM
248
Cheviot Value Management
California
$38.9K +$38.9K +458 New
AWM
249
Atticus Wealth Management
Florida
$35.8K +$81 +1 +0.2%
RF
250
Rossby Financial
Florida
$30.6K +$30.6K +372 New
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10
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