We are live on ! Find out more
ILCG icon

iShares Morningstar Growth ETF
ILCG

301 hedge funds and large institutions have $1.59B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

24% more capital invested

Capital invested by funds: $1.28B → $1.59B (+$311M)

11% more funds holding

Funds holding: 272 → 301 (+29)

0.27% more ownership

Funds ownership: 58.26% → 58.52% (+0.27%)

10% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 93

Holders
301
Holders Change
+29
Holders Change %
+10.66%
% 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
43
Increased
84
Reduced
93
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BDWCC
B&D White Capital Company
Texas
+$30.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.4M
3
GAG
Goodman Advisory Group
Massachusetts
+$16.1M
4
GAG
GM Advisory Group
New York
+$13.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$7.12M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$14.9M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$11.4M
3
CWM
Congress Wealth Management
Massachusetts
-$8.2M
4
LPL Financial
LPL Financial
California
-$6.71M
5
Bank of America
Bank of America
North Carolina
-$5.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
226
Kaydan Wealth Management
Michigan
$266K -$87 -1 -0%
SWA
227
SOA Wealth Advisors
New York
$263K – – –
FA
228
Fiduciary Alliance
South Carolina
$261K – – –
GLA
229
Good Life Advisors
Pennsylvania
$253K -$608 -7 -0.3%
LWANC
230
Laurel Wealth Advisors (North Carolina)
North Carolina
$252K – – –
NFG
231
Nations Financial Group
Iowa
$249K +$87 +1 +0%
BSCCG
232
Blue Sky Capital Consultants Group
California
$247K – – –
MG
233
McHugh Group
Ohio
$245K – – –
SWA
234
Stratos Wealth Advisors
Ohio
$244K +$261 +3 +0.1%
CA
235
Cornerstone Advisory
Maryland
$244K +$174 +2 +0.1%
FIB
236
First Interstate Bank
Montana
$242K – – –
MC
237
Mathes Company
New York
$242K – – –
EB
238
Eastern Bank
Massachusetts
$241K – – –
Cerity Partners
239
Cerity Partners
New York
$239K +$214K +2,469 New
BFS
240
BridgePort Financial Solutions
Iowa
$239K +$214K +2,468 New
DWM
241
Destination Wealth Management
California
$233K -$45.5K -524 -18%
NP
242
Nilsine Partners
Colorado
$233K +$208K +2,400 New
FIC
243
Family Investment Center
Missouri
$232K +$208K +2,398 New
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$228K -$23.2K -267 -10%
FEM
245
Fulcrum Equity Management
Texas
$227K +$203K +2,339 New
HIA
246
Harbor Investment Advisory
Maryland
$225K +$2.17K +25 +1%
SWAG
247
Spectrum Wealth Advisory Group
California
$221K +$198K +2,280 New
OC
248
Oppenheimer & Co
New York
$220K +$197K +2,269 New
MC
249
McCarthy & Cox
Ohio
$218K +$195K +2,250 New
PCH
250
PGIM Custom Harvest
New Jersey
$218K +$195K +2,250 New
8 9
10
11 12

ILCG Hedge Fund Activity: Q2 2025 in Review

301 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2025, worth a combined $1.59B — up 24% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ILCG positions and 13 closed out — a net gain of 30 holders — while 84 added to existing stakes and 93 trimmed.

The largest buyer was B&D White Capital Company, opening a new position worth an estimated $30.3M. The largest seller was Equitable Holdings, cutting an estimated $14.9M.

  • 301 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2025, up from 272 in Q1 2025.
  • Funds reported $1.59B of iShares Morningstar Growth ETF stock for Q2 2025, up 24% quarter-over-quarter.
  • 43 funds opened new iShares Morningstar Growth ETF positions in Q2 2025 and 13 closed out, a net change of +30 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2025 was B&D White Capital Company, an estimated $30.3M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2025 was Equitable Holdings, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2025.