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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 %
NB
251
NBT Bank
New York
$23.2K – – –
BIG
252
Brooklyn Investment Group
New York
$22.4K +$22.4K +277 New
JFA
253
JNBA Financial Advisors
Minnesota
$20.7K -$1.86K -23 -8%
NWM
254
Nova Wealth Management
Florida
$14.2K – – –
AIC
255
Archer Investment Corporation
Indiana
$13K – – –
DF
256
Dunhill Financial
United Kingdom
$10.5K – – –
ADL
257
Asset Dedication LLC
California
$9.07K +$9.07K +112 New
PMFA
258
Plante Moran Financial Advisors
Michigan
$8.67K – – –
SMA
259
Sage Mountain Advisors
Georgia
$8.1K – – –
Russell Investments Group
260
Russell Investments Group
United Kingdom
$7.37K – – –
CAL
261
Capital Analysts LLC
Pennsylvania
$7K -$353K -4,387 -98%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$5.99K -$16.1K -199 -73%
WAM
263
WFA Asset Management
Wisconsin
$3.94K – – –
TLA
264
Tanglewood Legacy Advisors
Texas
$3.56K +$3.56K +44 New
HIW
265
Holos Integrated Wealth
Pennsylvania
$2.9K – – –
FFA
266
Farther Finance Advisors
California
$2.13K +$2.13K +26 New
AA
267
Addison Advisors
Vermont
$1.3K – – –
SAM
268
Smartleaf Asset Management
Massachusetts
$405 -$333K -4,111 -100%
HNB
269
Huntington National Bank
Ohio
$81 -$90 – –
KA
270
Kozak & Associates
Colorado
$57 -$23K -403 -100%
AI
271
Atria Investments
North Carolina
– -$4.55M -50,808 Closed
FIM
272
Freedom Investment Management
Connecticut
– -$4.29M -47,934 Closed
WA
273
Win Advisors
Florida
– -$2.38M -26,618 Closed
Jane Street
274
Jane Street
New York
– -$1.39M -15,520 Closed
GVCM
275
Global View Capital Management
Wisconsin
– -$1.31M -14,669 Closed
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