ILCG icon

iShares Morningstar Growth ETF

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 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Absolute Capital Management
Pennsylvania
$3.97M
Stifel Financial
52
Stifel Financial
Missouri
$3.92M
Creative Planning
53
Creative Planning
Kansas
$3.73M
FFN
54
Focus Financial Network
Minnesota
$3.7M
D
55
Dentgroup
Louisiana
$3.5M
MWP
56
Madison Wealth Partners
Wisconsin
$3.39M
RA
57
RFG Advisory
Alabama
$3.23M
JSA
58
Jim Saulnier & Associates
Colorado
$3.17M
BAMG
59
Brand Asset Management Group
Missouri
$3.04M
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$3.03M
VA
61
VestGen Advisors
Illinois
$2.91M
Fidelity Investments
62
Fidelity Investments
Massachusetts
$2.84M
TFCP
63
Twin Focus Capital Partners
Massachusetts
$2.82M
Citigroup
64
Citigroup
New York
$2.71M
GG
65
GenWealth Group
New Jersey
$2.6M
AWS
66
Atria Wealth Solutions
New York
$2.5M
GWS
67
Greykasell Wealth Strategies
California
$2.36M
Truist Financial
68
Truist Financial
North Carolina
$2.32M
AHC
69
Adell Harriman & Carpenter
Texas
$2.21M
SC
70
Savant Capital
Illinois
$2.17M
RWP
71
RWA Wealth Partners
Massachusetts
$2.12M
GWM
72
Geneos Wealth Management
Colorado
$2.07M
NSIM
73
North Star Investment Management
Illinois
$2.05M
PAG
74
Private Advisor Group
New Jersey
$2.01M
AWA
75
Arkadios Wealth Advisors
Georgia
$1.97M