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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

293 hedge funds and large institutions have $1.58B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 90 reducing their positions, and 13 closing their positions.

Holders
293
Holders Change
+24
Holders Change %
+8.92%
% of All Funds
3.93%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.17%
New
40
Increased
84
Reduced
90
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDWCC
1
B&D White Capital Company
Texas
$33.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.5M
3
GAG
3
Goodman Advisory Group
Massachusetts
$17.9M
4
GAG
4
GM Advisory Group
New York
$23.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$8.68M

Top Sellers

1
EH
1
Equitable Holdings
New York
$236M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$11.5M
3
CWM
3
Congress Wealth Management
Massachusetts
$0
4
LPL Financial
4
LPL Financial
California
$130M
5
Bank of America
5
Bank of America
North Carolina
$45.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$10.8M 111,758 -8,478 -7%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$10.7M 110,908 +46,377 +72%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$9.84M 100,967 +2,969 +3%
Mariner
29
Mariner
Kansas
$9.75M 100,646 +10,404 +12%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$8.85M 91,382 +9,736 +12%
Two Sigma Investments
31
Two Sigma Investments
New York
$8.68M 89,600 +82,000 +1,079%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$8.46M 87,274 +18,166 +26%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$8.3M 85,641 – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$8.18M 84,372 -556 -0.7%
MCC
35
Money Concepts Capital
Florida
$7.21M 74,387 -8,858 -11%
MWM
36
Marietta Wealth Management
Georgia
$6.95M 71,718 +574 +0.8%
LFAS
37
Level Four Advisory Services
Texas
$6.86M 70,796 -208 -0.3%
WCAMG
38
Woodard & Company Asset Management Group
North Carolina
$6.77M 69,828 -410 -0.6%
IAG
39
Ipsen Advisor Group
Arkansas
$6.62M 68,347 +2,043 +3%
WPIC
40
White Pine Investment Company
Michigan
$6.61M 68,190 -234 -0.3%
IRC
41
Investors Research Corp
Georgia
$6.59M 68,045 +12,875 +23%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$6.54M 67,532 -988 -1%
ACA
43
Aptus Capital Advisors
Alabama
$6.13M 63,303 -108 -0.2%
SFG
44
Sunburst Financial Group
Alabama
$5.96M 61,538 -164 -0.3%
AWM
45
AE Wealth Management
Kansas
$5.95M 61,416 +59,372 +2,905%
IWM
46
IHT Wealth Management
Illinois
$5.69M 58,694 -554 -0.9%
MFG
47
Merit Financial Group
Georgia
$5.34M 55,144 -829 -1%
SPIA
48
Steward Partners Investment Advisory
New York
$5.24M 54,121 -675 -1%
P
49
&Partners
Tennessee
$5.24M 54,080 +655 +1%
JIC
50
Johnson Investment Counsel
Ohio
$5.19M 53,594 -694 -1%
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