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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 %
VAG
276
VisionPoint Advisory Group
Texas
– -$1.03M -11,525 Closed
FEM
277
Fulcrum Equity Management
Texas
– -$849K -9,472 Closed
GS
278
GTS Securities
New York
– -$811K -9,051 Closed
SB
279
Strategic Blueprint
Georgia
– -$787K -8,779 Closed
IAA
280
Independent Advisor Alliance
North Carolina
– -$719K -8,028 Closed
HOWA
281
Heritage Oak Wealth Advisors
Florida
– -$579K -6,459 Closed
HKIMG
282
Hutchens & Kramer Investment Management Group
Indiana
– -$505K -5,638 Closed
OMC
283
Old Mission Capital
Illinois
– -$416K -4,641 Closed
FTUS
284
Flow Traders U.S.
New York
– -$312K -3,484 Closed
FIC
285
Family Investment Center
Missouri
– -$311K -3,475 Closed
IAIM
286
International Assets Investment Management
Florida
– -$297K -3,316 Closed
GM
287
GeoWealth Management
Illinois
– -$290K -3,241 Closed
Janney Montgomery Scott
288
Janney Montgomery Scott
Pennsylvania
– -$247K -2,755 Closed
PAS
289
Park Avenue Securities
New York
– -$241K -2,686 Closed
EAM
290
Everstar Asset Management
North Carolina
– -$226K -2,525 Closed
Cerity Partners
291
Cerity Partners
New York
– -$221K -2,469 Closed
BFS
292
BridgePort Financial Solutions
Iowa
– -$214K -2,468 Closed
TC
293
TownSquare Capital
Utah
– -$215K -2,402 Closed
ECA
294
Elevation Capital Advisory
Oregon
– -$208K -2,318 Closed
SWAG
295
Spectrum Wealth Advisory Group
California
– -$204K -2,280 Closed
PCH
296
PGIM Custom Harvest
New Jersey
– -$202K -2,250 Closed
MC
297
McCarthy & Cox
Ohio
– -$202K -2,250 Closed
AWM
298
Avior Wealth Management
Nebraska
– -$89.2K -995 Closed
CFGS
299
Concourse Financial Group Securities
Alabama
– -$91.1K -970 Closed
EW
300
Element Wealth
Mississippi
– -$48.2K -538 Closed
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