ILCG icon

iShares Morningstar Growth ETF

342 hedge funds and large institutions have $1.74B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$10.2K
CAL
327
Capital Analysts LLC
Pennsylvania
$9K
Russell Investments Group
328
Russell Investments Group
United Kingdom
$6.47K
ETC
329
Exchange Traded Concepts
Oklahoma
$5.31K
TFA
330
Transamerica Financial Advisors
Florida
$4.8K
TLA
331
Tanglewood Legacy Advisors
Texas
$4.58K
FFL
332
Financial Freedom LLC
Ohio
$4.58K
HIW
333
Holos Integrated Wealth
Pennsylvania
$3.74K
CFM
334
Cornerstone Financial Management
Massachusetts
$2.6K
MCA
335
McGuire Capital Advisors
Oklahoma
$2.6K
AA
336
Addison Advisors
Vermont
$1.67K
SRCM
337
Signature Resources Capital Management
California
$728
FGA
338
Fortis Group Advisors
New Jersey
$624
KFG
339
Kingdom Financial Group
Arizona
$520
SAM
340
Smartleaf Asset Management
Massachusetts
$315
HNB
341
Huntington National Bank
Ohio
$104
CWM
342
Copia Wealth Management
Oregon
$104
MI
343
Motiv8 Investments
Florida
$2
AI
344
AdvisorShares Investments
Maryland
TWM
345
Trinity Wealth Management
Pennsylvania
ATS
346
Ashton Thomas Securities
New York
PFS
347
Prospera Financial Services
Texas
DSCM
348
Del-Sette Capital Management
New York
Citadel Advisors
349
Citadel Advisors
Florida
BBW
350
Blue Barn Wealth
Utah