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iShares Morningstar Growth ETF

325 hedge funds and large institutions have $1.82B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $1.59B → $1.82B (+$228M)

8% more funds holding

Funds holding: 301325 (+24)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.79% more ownership

Funds ownership: 58.52%59.31% (+0.79%)

4% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 100

Holders
325
Holders Change
+24
Holders Change %
+7.97%
% of All Funds
4.27%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
45
Increased
96
Reduced
100
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
226
First Heartland Consultants
Missouri
$307K +$301 +3 +0.1%
US Bancorp
227
US Bancorp
Minnesota
$303K -$2.01K -20 -0.7%
AC
228
AlphaCore Capital
California
$297K
OC
229
Opinicus Capital
Florida
$297K -$4.82K -48 -2%
SG
230
StoneX Group
New York
$293K -$26.4K -263 -9%
SWA
231
Stratos Wealth Advisors
Ohio
$291K +$27.9K +278 +11%
KWM
232
Kaydan Wealth Management
Michigan
$287K
SWA
233
SOA Wealth Advisors
New York
$283K +$100 +1 +0%
FA
234
Fiduciary Alliance
South Carolina
$281K
HF
235
HRT Financial
New York
$275K +$265K +2,638 New
FEM
236
Fulcrum Equity Management
Texas
$269K +$24.4K +243 +10%
NFG
237
Nations Financial Group
Iowa
$268K +$100 +1 +0%
BSCCG
238
Blue Sky Capital Consultants Group
California
$265K
MG
239
McHugh Group
Ohio
$264K
CA
240
Cornerstone Advisory
Maryland
$262K +$402 +4 +0.2%
MC
241
Mathes Company
New York
$261K
FIB
242
First Interstate Bank
Montana
$261K
EB
243
Eastern Bank
Massachusetts
$260K
CA
244
CoreCap Advisors
Michigan
$259K -$71.1K -708 -22%
Cerity Partners
245
Cerity Partners
New York
$258K
BFS
246
BridgePort Financial Solutions
Iowa
$257K
DWM
247
Destination Wealth Management
California
$251K
NP
248
Nilsine Partners
Colorado
$250K
FIC
249
Family Investment Center
Missouri
$250K
OC
250
Oppenheimer & Co
New York
$245K +$7.73K +77 +3%

ILCG Hedge Fund Activity: Q3 2025 in Review

325 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2025, worth a combined $1.82B — up 14% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ILCG positions and 16 closed out — a net gain of 29 holders — while 96 added to existing stakes and 100 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $40.4M. The largest seller was Equitable Holdings, cutting an estimated $9.52M.

  • 325 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2025, up from 301 in Q2 2025.
  • Funds reported $1.82B of iShares Morningstar Growth ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 45 funds opened new iShares Morningstar Growth ETF positions in Q3 2025 and 16 closed out, a net change of +29 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q3 2025 was AdvisorShares Investments, an estimated $40.4M added.
  • The largest iShares Morningstar Growth ETF seller in Q3 2025 was Equitable Holdings, an estimated $9.52M sold.

Based on aggregated 13F filings for Q3 2025.