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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

269 hedge funds and large institutions have $1.27B 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, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-12
Holders Change %
-4.27%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
30
Increased
77
Reduced
91
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCWS
McKinley Carter Wealth Services
West Virginia
+$37.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$10.6M
3
CWM
Congress Wealth Management
Massachusetts
+$8.2M
4
GAG
GM Advisory Group
New York
+$5.61M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$4.31M

Top Sellers

1
EH
Equitable Holdings
New York
-$12.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$8.09M
4
CA
CoreCap Advisors
Michigan
-$5.77M
5
AI
Atria Investments
North Carolina
-$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$7.31M -$418K -5,163 -5%
GAG
27
GM Advisory Group
New York
$7.08M +$5.61M +69,233 +382%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$6.94M +$57.5K +710 +0.8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$6.88M +$117K +1,444 +2%
MCC
30
Money Concepts Capital
Florida
$6.74M +$423K +5,221 +7%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$6.61M +$2.78M +34,331 +73%
MWM
32
Marietta Wealth Management
Georgia
$5.76M +$510K +6,291 +10%
LFAS
33
Level Four Advisory Services
Texas
$5.75M -$82K -1,013 -1%
WCAMG
34
Woodard & Company Asset Management Group
North Carolina
$5.69M -$42.9K -530 -0.7%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$5.6M +$212K +2,615 +4%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$5.55M +$304K +3,753 +6%
WPIC
37
White Pine Investment Company
Michigan
$5.54M -$45.9K -567 -0.8%
IAG
38
Ipsen Advisor Group
Arkansas
$5.37M +$88.1K +1,088 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$5.23M -$8.09M -99,889 -61%
ACA
40
Aptus Capital Advisors
Alabama
$5.14M -$46.9K -579 -0.9%
SFG
41
Sunburst Financial Group
Alabama
$5M -$87K -1,074 -2%
IWM
42
IHT Wealth Management
Illinois
$4.8M +$27.3K +337 +0.6%
OCM
43
One Capital Management
California
$4.53M -$685K -8,462 -13%
MFG
44
Merit Financial Group
Georgia
$4.53M +$409K +5,050 +10%
IRC
45
Investors Research Corp
Georgia
$4.47M +$952K +11,755 +27%
SPIA
46
Steward Partners Investment Advisory
New York
$4.44M -$502K -6,194 -10%
JIC
47
Johnson Investment Counsel
Ohio
$4.4M -$59.9K -740 -1%
SFC
48
Strategic Financial Concepts
Texas
$4.36M +$1.16M +14,301 +36%
P
49
&Partners
Tennessee
$4.33M +$225K +2,776 +5%
AFTS
50
American Financial & Tax Strategies
New York
$4.27M -$89.3K -1,102 -2%
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