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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 %
ACM
51
Absolute Capital Management
Pennsylvania
$3.97M +$3.97M +49,000 New
Stifel Financial
52
Stifel Financial
Missouri
$3.92M -$218K -2,692 -5%
Creative Planning
53
Creative Planning
Kansas
$3.73M +$352K +4,343 +10%
FFN
54
Focus Financial Network
Minnesota
$3.7M +$274K +3,389 +8%
D
55
Dentgroup
Louisiana
$3.5M -$9.48K -117 -0.3%
MWP
56
Madison Wealth Partners
Wisconsin
$3.39M -$275K -3,397 -8%
RA
57
RFG Advisory
Alabama
$3.23M -$396K -4,887 -11%
JSA
58
Jim Saulnier & Associates
Colorado
$3.17M +$80.2K +990 +3%
BAMG
59
Brand Asset Management Group
Missouri
$3.04M +$150K +1,847 +5%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$3.03M – – –
VA
61
VestGen Advisors
Illinois
$2.91M +$2.91M +35,949 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$2.84M +$350K +4,324 +14%
TFCP
63
Twin Focus Capital Partners
Massachusetts
$2.82M – – –
Citigroup
64
Citigroup
New York
$2.71M -$254K -3,138 -9%
GG
65
GenWealth Group
New Jersey
$2.6M -$5.26K -65 -0.2%
AWS
66
Atria Wealth Solutions
New York
$2.5M -$3.06M -37,836 -55%
GWS
67
Greykasell Wealth Strategies
California
$2.36M -$12.6K -155 -0.5%
Truist Financial
68
Truist Financial
North Carolina
$2.32M -$76.5K -944 -3%
AHC
69
Adell Harriman & Carpenter
Texas
$2.21M -$81K -1,000 -4%
SC
70
Savant Capital
Illinois
$2.17M -$64.4K -795 -3%
RWP
71
RWA Wealth Partners
Massachusetts
$2.12M – – –
GWM
72
Geneos Wealth Management
Colorado
$2.07M +$1.03M +12,692 +99%
NSIM
73
North Star Investment Management
Illinois
$2.05M -$178K -2,200 -8%
PAG
74
Private Advisor Group
New Jersey
$2.01M -$367K -4,537 -15%
AWA
75
Arkadios Wealth Advisors
Georgia
$1.97M -$443K -5,467 -18%
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