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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

295 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, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.95%
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
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDWCC
B&D White Capital Company
Texas
+$33.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.4M
3
GAG
Goodman Advisory Group
Massachusetts
+$17.9M
4
GAG
GM Advisory Group
New York
+$15.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$7.95M

Top Sellers

1
EH
Equitable Holdings
New York
-$16.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$12.7M
3
CWM
Congress Wealth Management
Massachusetts
-$8.2M
4
LPL Financial
LPL Financial
California
-$7.49M
5
Bank of America
Bank of America
North Carolina
-$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$10.8M -$822K -8,478 -7%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$10.7M +$4.49M +46,377 +72%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$9.84M +$289K +2,969 +3%
Mariner
29
Mariner
Kansas
$9.75M +$1.01M +10,404 +12%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$8.85M +$943K +9,736 +12%
Two Sigma Investments
31
Two Sigma Investments
New York
$8.68M +$7.95M +82,000 +1,079%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$8.46M +$1.76M +18,166 +26%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$8.3M – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$8.18M -$53.9K -556 -0.7%
MCC
35
Money Concepts Capital
Florida
$7.21M -$858K -8,858 -11%
MWM
36
Marietta Wealth Management
Georgia
$6.95M +$55.6K +574 +0.8%
LFAS
37
Level Four Advisory Services
Texas
$6.86M -$20.2K -208 -0.3%
WCAMG
38
Woodard & Company Asset Management Group
North Carolina
$6.77M -$39.7K -410 -0.6%
IAG
39
Ipsen Advisor Group
Arkansas
$6.62M +$198K +2,043 +3%
WPIC
40
White Pine Investment Company
Michigan
$6.61M -$22.7K -234 -0.3%
IRC
41
Investors Research Corp
Georgia
$6.59M +$1.25M +12,875 +23%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$6.54M -$95.7K -988 -1%
ACA
43
Aptus Capital Advisors
Alabama
$6.13M -$10.5K -108 -0.2%
SFG
44
Sunburst Financial Group
Alabama
$5.96M -$15.9K -164 -0.3%
AWM
45
AE Wealth Management
Kansas
$5.95M +$5.75M +59,372 +2,905%
IWM
46
IHT Wealth Management
Illinois
$5.69M -$53.7K -554 -0.9%
MFG
47
Merit Financial Group
Georgia
$5.34M -$80.3K -829 -1%
SPIA
48
Steward Partners Investment Advisory
New York
$5.24M -$65.4K -675 -1%
P
49
&Partners
Tennessee
$5.24M +$63.5K +655 +1%
JIC
50
Johnson Investment Counsel
Ohio
$5.19M -$67.2K -694 -1%
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