ILCG icon

iShares Morningstar Growth ETF

323 hedge funds and large institutions have $1.81B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.79% more ownership

Funds ownership: 58.38%59.18% (+0.79%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

Holders
323
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
AP
276
Atwood & Palmer
Missouri
$118K
WWA
277
Wealth Watch Advisors
Colorado
$107K
CCMI
278
Creative Capital Management Investments
California
$105K
MWM
279
MGB Wealth Management
Texas
$104K
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$91.8K
WTA
281
Washington Trust Advisors
Massachusetts
$78.2K
NS
282
NBC Securities
Alabama
$75.1K
S
283
SignatureFD
Georgia
$70.9K
CPG
284
Cornerstone Planning Group
New Jersey
$64.5K
Bank of Montreal
285
Bank of Montreal
Ontario, Canada
$63.6K
RIA
286
Realta Investment Advisors
Delaware
$60.5K
SL
287
Salomon & Ludwin
Virginia
$55.4K
LFG
288
Larson Financial Group
Missouri
$53.9K
SWM
289
Spire Wealth Management
Virginia
$53.1K
OA
290
Operose Advisors
Wisconsin
$50.6K
CVM
291
Cheviot Value Management
California
$49.7K
GJIA
292
Glass Jacobson Investment Advisors
Maryland
$45.6K
HFS
293
Hantz Financial Services
Michigan
$43K
RF
294
Rossby Financial
Florida
$38.9K
PA
295
Parallel Advisors
California
$37K
CJ
296
Caitlin John
Michigan
$35K
NB
297
NBT Bank
New York
$29.8K
Q1WB
298
Quest 10 Wealth Builders
Virginia
$27.1K
JFA
299
JNBA Financial Advisors
Minnesota
$26.7K
BDPWM
300
Barnes Dennig Private Wealth Management
Ohio
$20.5K