iShares Morningstar Growth ETF
ILCG
272 hedge funds and large institutions have $1.28B 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, 93 reducing their positions, and 38 closing their positions.
0.24% more ownership
Funds ownership: 58.02% → 58.26% (+0.24%)
4% less funds holding
Funds holding: 284 → 272 (-12)
9% less capital invested
Capital invested by funds: $1.41B → $1.28B (-$133M)
17% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 93
21% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 38
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$40.7M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$11.6M |
| 3 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$8.96M |
| 4 |
GAG
GM Advisory Group
Melville,
New York
|
+$6.13M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$4.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$13.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.9M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$8.85M |
| 4 |
LAS
Legacy Advisory Services
Exton,
Pennsylvania
|
-$7.28M |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$6.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCH
301
PGIM Custom Harvest
Newark,
New Jersey
| – | -$202K | -2,250 | Closed |
|
|
AWM
302
Avior Wealth Management
Omaha,
Nebraska
| – | -$89.2K | -995 | Closed |
|
|
CFGS
303
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$91.1K | -970 | Closed |
|
|
EW
304
Element Wealth
Ridgeland,
Mississippi
| – | -$48.2K | -538 | Closed |
|
|
MCM
305
MidAtlantic Capital Management
Richmond,
Virginia
| – | -$47.8K | -534 | Closed |
|
|
CJ
306
Caitlin John
Brighton,
Michigan
| – | -$30.1K | -336 | Closed |
|
|
CP
307
Castleview Partners
Dallas,
Texas
| – | -$25.4K | -283 | Closed |
|
|
PA
308
PSI Advisors
Tampa,
Florida
| – | -$21.9K | -245 | Closed |
|
309
Simplex Trading
Chicago,
Illinois
| – | -$15K | -171 | Closed |
|
|
T
310
Transce3nd
Kyle,
Texas
| – | -$7.88K | -88 | Closed |
|
|
CAS
311
Coppell Advisory Solutions
Coppell,
Texas
| – | -$2.71K | -30 | Closed |
|
ILCG Hedge Fund Activity: Q1 2025 in Review
272 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2025, worth a combined $1.28B — down 9.4% from $1.41B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of ILCG and 30 opened new positions — a net loss of 8 holders — while 93 trimmed existing stakes and 77 added.
The largest buyer was McKinley Carter Wealth Services, opening a new position worth an estimated $40.7M. The largest seller was Equitable Holdings, cutting an estimated $13.3M.
- 272 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2025, down from 284 in Q4 2024.
- Funds reported $1.28B of iShares Morningstar Growth ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
- 30 funds opened new iShares Morningstar Growth ETF positions in Q1 2025 and 38 closed out, a net change of -8 holders.
- The largest iShares Morningstar Growth ETF buyer in Q1 2025 was McKinley Carter Wealth Services, an estimated $40.7M added.
- The largest iShares Morningstar Growth ETF seller in Q1 2025 was Equitable Holdings, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2025.