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iShares Morningstar Growth ETF

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: 301325 (+24)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
276
Cedar Mountain Advisors
Oregon
$125K -$12.1K -120 -9%
HBW
277
Hazlett, Burt & Watson
West Virginia
$125K
AP
278
Atwood & Palmer
Missouri
$118K +$110K +1,098 +3,786%
WWA
279
Wealth Watch Advisors
Colorado
$107K +$103K +1,026 New
CCMI
280
Creative Capital Management Investments
California
$105K
MWM
281
MGB Wealth Management
Texas
$104K +$100 +1 +0.1%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$91.8K
WTA
283
Washington Trust Advisors
Massachusetts
$78.2K
NS
284
NBC Securities
Alabama
$75.1K +$17.1K +170 +31%
S
285
SignatureFD
Georgia
$70.9K
CPG
286
Cornerstone Planning Group
New Jersey
$64.5K +$60.6K +603 New
Bank of Montreal
287
Bank of Montreal
Ontario, Canada
$63.6K +$11.8K +117 +24%
RIA
288
Realta Investment Advisors
Delaware
$60.5K
SL
289
Salomon & Ludwin
Virginia
$55.4K -$2.71K -27 -5%
LFG
290
Larson Financial Group
Missouri
$53.9K +$1.71K +17 +3%
SWM
291
Spire Wealth Management
Virginia
$53.1K +$51.1K +509 New
OA
292
Operose Advisors
Wisconsin
$50.6K +$48.7K +485 New
CVM
293
Cheviot Value Management
California
$49.7K
GJIA
294
Glass Jacobson Investment Advisors
Maryland
$45.6K +$100 +1 +0.2%
HFS
295
Hantz Financial Services
Michigan
$43K
RF
296
Rossby Financial
Florida
$38.9K
PA
297
Parallel Advisors
California
$37K +$35.7K +355 New
CJ
298
Caitlin John
Michigan
$35K +$33.7K +336 New
NB
299
NBT Bank
New York
$29.8K -$18.3K -182 -64%
Q1WB
300
Quest 10 Wealth Builders
Virginia
$27.1K -$2.11K -21 -7%

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.