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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
JFA
301
JNBA Financial Advisors
Minnesota
$26.7K
BDPWM
302
Barnes Dennig Private Wealth Management
Ohio
$20.5K +$19.8K +197 New
FC
303
Financial Consulate
Maryland
$19.3K +$18.6K +185 New
NWM
304
Nova Wealth Management
Florida
$18.3K
Optiver Holding
305
Optiver Holding
Netherlands
$18K +$17.4K +173 New
AIC
306
Archer Investment Corporation
Indiana
$16.7K
DF
307
Dunhill Financial
United Kingdom
$13.5K +$100 +1 +0.8%
PMFA
308
Plante Moran Financial Advisors
Michigan
$11.2K
SMA
309
Sage Mountain Advisors
Georgia
$10.4K
CAL
310
Capital Analysts LLC
Pennsylvania
$9K
ETC
311
Exchange Traded Concepts
Oklahoma
$8.03K -$100K -997 -93%
IA
312
IFP Advisors
Florida
$7.41K -$542K -5,398 -99%
Russell Investments Group
313
Russell Investments Group
United Kingdom
$6.48K
AAS
314
Ameritas Advisory Services
Nebraska
$6.36K -$1.24M -12,356 -100%
PA
315
Pineridge Advisors
Missouri
$6.17K
TFA
316
Transamerica Financial Advisors
Florida
$4.8K +$4.72K +47 New
TLA
317
Tanglewood Legacy Advisors
Texas
$4.59K
FFL
318
Financial Freedom LLC
Ohio
$4.59K +$4.42K +44 New
WAM
319
WFA Asset Management
Wisconsin
$4.4K
HIW
320
Holos Integrated Wealth
Pennsylvania
$3.67K
Qube Research & Technologies (QRT)
321
Qube Research & Technologies (QRT)
United Kingdom
$3.02K +$2.91K +29 New
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$2.92K
AA
323
Addison Advisors
Vermont
$1.67K
CIA
324
Cape Investment Advisory
Georgia
$417 -$2.24M -22,314 -100%
SAM
325
Smartleaf Asset Management
Massachusetts
$311

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.