ILCG icon

iShares Morningstar Growth ETF

342 hedge funds and large institutions have $1.74B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
251
Cerity Partners
New York
$257K
BFS
252
BridgePort Financial Solutions
Iowa
$257K
DWM
253
Destination Wealth Management
California
$250K
NP
254
Nilsine Partners
Colorado
$250K
FIC
255
Family Investment Center
Missouri
$250K
BSCCG
256
Blue Sky Capital Consultants Group
California
$248K
OC
257
Oppenheimer & Co
New York
$244K
CA
258
CoreCap Advisors
Michigan
$244K
MCM
259
Mainstay Capital Management
Michigan
$242K
HIA
260
Harbor Investment Advisory
Maryland
$241K
RA
261
RFG Advisory
Alabama
$240K
PCH
262
PGIM Custom Harvest
New Jersey
$234K
AF
263
Allworth Financial
California
$234K
EWS
264
Evergreen Wealth Solutions
Pennsylvania
$231K
SOS
265
Silver Oak Securities
Tennessee
$230K
SFS
266
Sowell Financial Services
Arkansas
$224K
PFPG
267
Pinnacle Financial Partners (Georgia)
Georgia
$223K
RRA
268
Red Reef Advisors
Florida
$222K
DAS
269
Diversify Advisory Services
Utah
$216K
KWA
270
Kingswood Wealth Advisors
California
$215K
5W
271
5T Wealth
California
$213K
CCA
272
Cadent Capital Advisors
Oklahoma
$211K
ML
273
MLP3 LLC
New Jersey
$208K
MOS
274
MGO One Seven
Ohio
$205K
FFG
275
Floyd Financial Group
Missouri
$204K