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iShares Morningstar Growth ETF
ILCG

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: 301 → 325 (+24)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+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
–

Top Buyers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
+$40.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$38.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$17.5M
4
BDWCC
B&D White Capital Company
Texas
+$13.8M
5
PAG
Private Advisor Group
New Jersey
+$9.03M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$9.52M
2
Morgan Stanley
Morgan Stanley
New York
-$7.87M
3
LPL Financial
LPL Financial
California
-$5.02M
4
WA
Win Advisors
Florida
-$4.25M
5
AWM
AE Wealth Management
Kansas
-$3.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
251
Mainstay Capital Management
Michigan
$242K -$446K -4,445 -66%
HIA
252
Harbor Investment Advisory
Maryland
$242K -$502 -5 -0.2%
GS
253
GTS Securities
New York
$240K -$45.3K -451 -16%
SOS
254
Silver Oak Securities
Tennessee
$236K -$1.24M -12,356 -85%
PCH
255
PGIM Custom Harvest
New Jersey
$235K – – –
MC
256
McCarthy & Cox
Ohio
$231K -$3.31K -33 -1%
FWM
257
FLP Wealth Management
Arkansas
$231K -$176K -1,751 -44%
SFS
258
Sowell Financial Services
Arkansas
$230K -$100 -1 -0%
TRCT
259
Tower Research Capital (TRC)
New York
$228K +$220K +2,188 New
SF
260
Synovus Financial
Georgia
$224K -$6.43K -64 -3%
DAS
261
Diversify Advisory Services
Utah
$221K -$1.31K -13 -0.6%
OP
262
ORG Partners
Indiana
$216K +$201K +2,005 New
5W
263
5T Wealth
California
$215K +$207K +2,059 New
KAS
264
KPP Advisory Services
Kentucky
$215K +$207K +2,058 New
SWAG
265
Spectrum Wealth Advisory Group
California
$213K -$24.1K -240 -11%
CCA
266
Cadent Capital Advisors
Oklahoma
$211K +$203K +2,023 New
HHGA
267
Halbert Hargrove Global Advisors
California
$211K – – –
FFG
268
Floyd Financial Group
Missouri
$209K +$201K +2,000 New
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$193K – – –
UB
270
UMB Bank
Missouri
$193K +$95.4K +950 +106%
CA
271
Crewe Advisors
Utah
$181K – – –
AF
272
Allworth Financial
California
$171K – – –
CAM
273
Costello Asset Management
Pennsylvania
$142K +$100 +1 +0.1%
PPA
274
Painted Porch Advisors
California
$137K +$132K +1,313 New
TFGT
275
TS Financial Group (TSFG)
Illinois
$136K – – –
9 10
11
12 13

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.