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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 %
CA
251
Crewe Advisors
Utah
$169K – – –
AF
252
Allworth Financial
California
$159K – – –
CAM
253
Costello Asset Management
Pennsylvania
$132K +$388 +4 +0.3%
CMA
254
Cedar Mountain Advisors
Oregon
$128K – – –
TFGT
255
TS Financial Group (TSFG)
Illinois
$126K – – –
HBW
256
Hazlett, Burt & Watson
West Virginia
$117K – – –
ETC
257
Exchange Traded Concepts
Oklahoma
$104K +$104K +1,074 New
CCMI
258
Creative Capital Management Investments
California
$97.6K – – –
MWM
259
MGB Wealth Management
Texas
$96.9K – – –
UB
260
UMB Bank
Missouri
$87K – – –
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$85.3K -$79K -815 -48%
WTA
262
Washington Trust Advisors
Massachusetts
$72.7K – – –
S
263
SignatureFD
Georgia
$65.9K +$65.9K +680 New
RIA
264
Realta Investment Advisors
Delaware
$56.2K – – –
BIG
265
Brooklyn Investment Group
New York
$54.7K +$27.9K +288 +104%
SL
266
Salomon & Ludwin
Virginia
$53.7K -$2.79K -29 -5%
NS
267
NBC Securities
Alabama
$53K – – –
LFG
268
Larson Financial Group
Missouri
$48.5K – – –
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$47.8K – – –
CVM
270
Cheviot Value Management
California
$46.2K – – –
AWM
271
Atticus Wealth Management
Florida
$42.9K – – –
GJIA
272
Glass Jacobson Investment Advisors
Maryland
$42.3K +$97 +1 +0.2%
HFS
273
Hantz Financial Services
Michigan
$40K +$40K +410 New
RF
274
Rossby Financial
Florida
$36K – – –
T
275
Transce3nd
Texas
$32.1K +$32.1K +331 New
9 10
11
12 13