We are live on ! Find out more
ILCG icon

iShares Morningstar Growth ETF

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: 301325 (+24)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$12.8M +$353K +3,511 +3%
PCIA
27
Prime Capital Investment Advisors
Kansas
$12.1M +$229K +2,279 +2%
PAG
28
Private Advisor Group
New Jersey
$11.9M +$9.03M +89,955 +376%
CWM
29
Cornerstone Wealth Management
Missouri
$11.6M -$51.4K -512 -0.5%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$10.7M +$172K +1,708 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$10.6M +$1.44M +14,346 +16%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$9.35M -$170K -1,695 -2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$9.13M +$322K +3,205 +4%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$8.93M -$4.62K -46 -0.1%
IRC
35
Investors Research Corp
Georgia
$7.84M +$719K +7,160 +11%
MWM
36
Marietta Wealth Management
Georgia
$7.47M -$9.34K -93 -0.1%
LFAS
37
Level Four Advisory Services
Texas
$7.24M -$135K -1,343 -2%
WCAMG
38
Woodard & Company Asset Management Group
North Carolina
$7.08M -$193K -1,919 -3%
WPIC
39
White Pine Investment Company
Michigan
$7.08M -$31.8K -317 -0.5%
IAG
40
Ipsen Advisor Group
Arkansas
$7.07M -$56.1K -559 -0.8%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$7.04M
TWM
42
Trinity Wealth Management
Pennsylvania
$6.64M +$6.39M +63,666 New
ACA
43
Aptus Capital Advisors
Alabama
$6.44M -$152K -1,511 -2%
PAS
44
Park Avenue Securities
New York
$6.42M +$905K +9,008 +17%
Two Sigma Investments
45
Two Sigma Investments
New York
$6.12M -$3.1M -30,900 -34%
IWM
46
IHT Wealth Management
Illinois
$6.07M -$48.3K -481 -0.8%
SFG
47
Sunburst Financial Group
Alabama
$5.88M -$515K -5,129 -8%
P
48
&Partners
Tennessee
$5.84M +$188K +1,873 +3%
MFG
49
Merit Financial Group
Georgia
$5.7M -$46.3K -461 -0.8%
SPIA
50
Steward Partners Investment Advisory
New York
$5.68M +$33.2K +331 +0.6%

ILCG Hedge Fund Activity: Q3 2025 in Review

325 of the 7,619 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.