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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
SF
251
Synovus Financial
Georgia
$214K -$27.8K -320 -13%
SFS
252
Sowell Financial Services
Arkansas
$214K -$82.9K -954 -30%
DAS
253
Diversify Advisory Services
Utah
$210K +$180K +2,068 New
HHGA
254
Halbert Hargrove Global Advisors
California
$196K – – –
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$179K – – –
CA
256
Crewe Advisors
Utah
$169K – – –
AF
257
Allworth Financial
California
$159K – – –
CAM
258
Costello Asset Management
Pennsylvania
$132K +$347 +4 +0.3%
CMA
259
Cedar Mountain Advisors
Oregon
$128K – – –
TFGT
260
TS Financial Group (TSFG)
Illinois
$126K – – –
HBW
261
Hazlett, Burt & Watson
West Virginia
$117K – – –
ETC
262
Exchange Traded Concepts
Oklahoma
$104K +$93.3K +1,074 New
CCMI
263
Creative Capital Management Investments
California
$97.6K – – –
MWM
264
MGB Wealth Management
Texas
$96.9K – – –
UB
265
UMB Bank
Missouri
$87K – – –
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$85.3K -$70.8K -815 -48%
WTA
267
Washington Trust Advisors
Massachusetts
$72.7K – – –
S
268
SignatureFD
Georgia
$65.9K +$59.1K +680 New
RIA
269
Realta Investment Advisors
Delaware
$56.2K – – –
BIG
270
Brooklyn Investment Group
New York
$54.7K +$25K +288 +104%
SL
271
Salomon & Ludwin
Virginia
$53.7K -$2.52K -29 -5%
NS
272
NBC Securities
Alabama
$53K – – –
LFG
273
Larson Financial Group
Missouri
$48.5K – – –
Bank of Montreal
274
Bank of Montreal
Ontario, Canada
$47.8K – – –
CVM
275
Cheviot Value Management
California
$46.2K – – –
9 10
11
12 13

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.