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iShares Morningstar Growth ETF
ILCG

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: 301 → 325 (+24)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+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
–

Top Buyers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
+$40.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$38.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$17.5M
4
BDWCC
B&D White Capital Company
Texas
+$13.8M
5
PAG
Private Advisor Group
New Jersey
+$9.03M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$9.52M
2
Morgan Stanley
Morgan Stanley
New York
-$7.87M
3
LPL Financial
LPL Financial
California
-$5.02M
4
WA
Win Advisors
Florida
-$4.25M
5
AWM
AE Wealth Management
Kansas
-$3.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
326
Huntington National Bank
Ohio
$104 – – –
WA
327
Win Advisors
Florida
– -$4.25M -43,902 Closed
ECA
328
Elevation Capital Advisory
Oregon
– -$1.81M -18,728 Closed
PFGIA
329
Patriot Financial Group Insurance Agency
Massachusetts
– -$811K -8,365 Closed
EFG
330
Ethos Financial Group
Pennsylvania
– -$795K -8,203 Closed
TSMHT
331
Thurston Springer Miller Herd & Titak
Indiana
– -$775K -8,000 Closed
Marshall Wace
332
Marshall Wace
United Kingdom
– -$740K -7,632 Closed
OMC
333
Old Mission Capital
Illinois
– -$429K -4,428 Closed
PCS
334
Personal CFO Solutions
New Jersey
– -$401K -4,135 Closed
SXL
335
Summit X LLC
Missouri
– -$289K -2,982 Closed
LWANC
336
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$252K -2,600 Closed
BIG
337
Brooklyn Investment Group
New York
– -$54.7K -565 Closed
AWM
338
Atticus Wealth Management
Florida
– -$42.9K -442 Closed
T
339
Transce3nd
Texas
– -$32.1K -331 Closed
ADL
340
Asset Dedication LLC
California
– -$19.4K -200 Closed
CA
341
Clearstead Advisors
Ohio
– -$8.24K -85 Closed
KA
342
Kozak & Associates
Colorado
– -$70 -1 Closed
10 11 12 13
14

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.