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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 %
PAS
51
Park Avenue Securities
New York
$5.09M 52,551 +52,551 New
AFTS
52
American Financial & Tax Strategies
New York
$4.93M 50,916 -1,779 -3%
Stifel Financial
53
Stifel Financial
Missouri
$4.68M 48,266 -160 -0.3%
WA
54
Win Advisors
Florida
$4.25M 43,902 +43,902 New
FFN
55
Focus Financial Network
Minnesota
$4.17M 43,060 -2,638 -6%
Creative Planning
56
Creative Planning
Kansas
$4.13M 42,664 -3,447 -7%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$4.04M 41,653 +4,243 +11%
MWP
58
Madison Wealth Partners
Wisconsin
$3.96M 40,838 -1,020 -2%
RA
59
RFG Advisory
Alabama
$3.76M 38,839 -1,076 -3%
D
60
Dentgroup
Louisiana
$3.71M 38,243 -5,009 -12%
HFA
61
Hershey Financial Advisers
Pennsylvania
$3.58M 36,986 +36,986 New
JSA
62
Jim Saulnier & Associates
Colorado
$3.57M 36,888 -2,253 -6%
BAMG
63
Brand Asset Management Group
Missouri
$3.5M 36,164 -1,380 -4%
ACM
64
Absolute Capital Management
Pennsylvania
$3.44M 35,504 -13,496 -28%
VA
65
VestGen Advisors
Illinois
$3.43M 35,401 -548 -2%
TFCP
66
Twin Focus Capital Partners
Massachusetts
$3.41M 35,142 +267 +0.8%
Citigroup
67
Citigroup
New York
$3.27M 33,727 +287 +0.9%
GG
68
GenWealth Group
New Jersey
$3.12M 32,147 – –
AWS
69
Atria Wealth Solutions
New York
$2.97M 30,594 -218 -0.7%
GWS
70
Greykasell Wealth Strategies
California
$2.85M 29,382 +201 +0.7%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$2.83M 29,237 -5,813 -17%
FHA
72
Flagship Harbor Advisors
Massachusetts
$2.67M 27,511 +22,771 +480%
SC
73
Savant Capital
Illinois
$2.65M 27,335 +572 +2%
AHC
74
Adell Harriman & Carpenter
Texas
$2.64M 27,270 – –
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.6M 251,940 +249,340 +9,590%
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