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iShares Morningstar Growth ETF
ILCG

326 hedge funds and large institutions have $1.46B invested in iShares Morningstar Growth ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 97

1.09% less ownership

Funds ownership: 59.35% → 58.26% (-1.1%)

5% less funds holding

Funds holding: 342 → 326 (-16)

16% less capital invested

Capital invested by funds: $1.74B → $1.46B (-$274M)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

54% less funds holding in top 10

Funds holding in top 10: 13 → 6 (-7)

Holders
326
Holders Change
-16
Holders Change %
-4.68%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.07%
New
18
Increased
111
Reduced
97
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
+$20.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.4M
3
Raymond James Financial
Raymond James Financial
Florida
+$13.5M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.87M
5
CT
Clearstead Trust
Maine
+$6.3M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$136M
2
UBS Group
UBS Group
Switzerland
-$14.1M
3
BDWCC
B&D White Capital Company
Texas
-$13.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$12.5M
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$9.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
301
JNBA Financial Advisors
Minnesota
$24.4K – – –
MASM
302
MH & Associates Securities Management
California
$19.1K – – –
BDPWM
303
Barnes Dennig Private Wealth Management
Ohio
$18.8K – – –
FC
304
Financial Consulate
Maryland
$17.7K – – –
SRCM
305
Signature Resources Capital Management
California
$17.2K +$17.6K +173 +2,471%
NWM
306
Nova Wealth Management
Florida
$16.7K – – –
IA
307
IFP Advisors
Florida
$15.1K +$5.49K +54 +52%
DF
308
Dunhill Financial
United Kingdom
$12.4K -$102 -1 -0.8%
PF
309
Phoenix Financial
Israel
$11.4K +$20.3M +200,000 New
MA
310
MCF Advisors
Kentucky
$10.9K +$11.6K +114 New
VAI
311
Vanguard Advisers Inc
Pennsylvania
$10.7K +$11.4K +112 New
PMFA
312
Plante Moran Financial Advisors
Michigan
$10.2K – – –
SMA
313
Sage Mountain Advisors
Georgia
$9.55K – – –
PWPS
314
Pinnacle Wealth Planning Services
Ohio
$9.36K – – –
CAL
315
Capital Analysts LLC
Pennsylvania
$8K – – –
Russell Investments Group
316
Russell Investments Group
United Kingdom
$5.75K -$203 -2 -3%
TFA
317
Transamerica Financial Advisors
Florida
$4.41K – – –
FFL
318
Financial Freedom LLC
Ohio
$4.2K – – –
TLA
319
Tanglewood Legacy Advisors
Texas
$4.2K – – –
HIW
320
Holos Integrated Wealth
Pennsylvania
$3.51K – – –
ATPW
321
Ashton Thomas Private Wealth
Arizona
$2.48K +$2.64K +26 New
CFM
322
Cornerstone Financial Management
Massachusetts
$2.39K – – –
MCA
323
McGuire Capital Advisors
Oklahoma
$2.39K – – –
AA
324
Addison Advisors
Vermont
$1.53K – – –
FGA
325
Fortis Group Advisors
New Jersey
$573 – – –
11 12
13
14 15

ILCG Hedge Fund Activity: Q1 2026 in Review

326 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2026, worth a combined $1.46B — down 16% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of ILCG and 18 opened new positions — a net loss of 6 holders — while 97 trimmed existing stakes and 111 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $20.3M. The largest seller was Equitable Holdings, cutting an estimated $136M.

  • 326 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2026, down from 342 in Q4 2025.
  • Funds reported $1.46B of iShares Morningstar Growth ETF stock for Q1 2026, down 16% quarter-over-quarter.
  • 18 funds opened new iShares Morningstar Growth ETF positions in Q1 2026 and 24 closed out, a net change of -6 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2026 was Phoenix Financial, an estimated $20.3M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2026 was Equitable Holdings, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2026.