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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 %
NB
276
NBT Bank
New York
$27.7K – – –
JFA
277
JNBA Financial Advisors
Minnesota
$24.8K – – –
ADL
278
Asset Dedication LLC
California
$19.4K +$8.53K +88 +79%
NWM
279
Nova Wealth Management
Florida
$17K – – –
AIC
280
Archer Investment Corporation
Indiana
$15.5K – – –
DF
281
Dunhill Financial
United Kingdom
$12.6K -$98 -1 -0.8%
PMFA
282
Plante Moran Financial Advisors
Michigan
$10.4K – – –
SMA
283
Sage Mountain Advisors
Georgia
$9.69K – – –
CA
284
Clearstead Advisors
Ohio
$8.24K +$8.24K +85 New
CAL
285
Capital Analysts LLC
Pennsylvania
$8K – – –
Russell Investments Group
286
Russell Investments Group
United Kingdom
$6.01K -$2.81K -29 -32%
PA
287
Pineridge Advisors
Missouri
$5.72K +$5.72K +59 New
TLA
288
Tanglewood Legacy Advisors
Texas
$4.26K – – –
WAM
289
WFA Asset Management
Wisconsin
$4.25K – – –
HIW
290
Holos Integrated Wealth
Pennsylvania
$3.61K – – –
AP
291
Atwood & Palmer
Missouri
$2.85K +$2.85K +29 New
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$2.71K -$4.46K -46 -62%
AA
293
Addison Advisors
Vermont
$1.55K – – –
SAM
294
Smartleaf Asset Management
Massachusetts
$288 -$192 -2 -40%
HNB
295
Huntington National Bank
Ohio
$97 -$81 – –
KA
296
Kozak & Associates
Colorado
$70 – – –
CWM
297
Congress Wealth Management
Massachusetts
– -$8.2M -101,111 Closed
Citadel Advisors
298
Citadel Advisors
Florida
– -$1.37M -16,952 Closed
HF
299
HRT Financial
New York
– -$536K -6,620 Closed
ZF
300
Zhang Financial
Michigan
– -$346K -4,266 Closed
9 10 11
12
13