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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
JIC
51
Johnson Investment Counsel
Ohio
$5.59M -$2.01K -20 -0%
AFTS
52
American Financial & Tax Strategies
New York
$5.23M -$81.3K -810 -2%
D
53
Dentgroup
Louisiana
$5.21M +$1.18M +11,701 +31%
MCC
54
Money Concepts Capital
Florida
$5.12M -$2.54M -25,313 -34%
AWMNH
55
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.96M +$4.77M +47,521 New
Stifel Financial
56
Stifel Financial
Missouri
$4.73M -$292K -2,905 -6%
CC
57
Corsicana & Co
Texas
$4.52M +$4.36M +43,382 New
RPGK
58
Retirement Planning Group (Kansas)
Kansas
$4.37M +$28.3K +282 +0.7%
Creative Planning
59
Creative Planning
Kansas
$4.35M -$94.4K -940 -2%
MWP
60
Madison Wealth Partners
Wisconsin
$4.24M -$19.9K -198 -0.5%
Citigroup
61
Citigroup
New York
$4.21M +$665K +6,617 +20%
RA
62
RFG Advisory
Alabama
$3.98M -$65.3K -650 -2%
TFCP
63
Twin Focus Capital Partners
Massachusetts
$3.67M
BAMG
64
Brand Asset Management Group
Missouri
$3.64M -$128K -1,276 -4%
VA
65
VestGen Advisors
Illinois
$3.62M -$73K -727 -2%
FFN
66
Focus Financial Network
Minnesota
$3.61M -$844K -8,400 -20%
JSA
67
Jim Saulnier & Associates
Colorado
$3.53M -$310K -3,082 -8%
SA
68
Sanctuary Advisors
Indiana
$3.5M -$213K -2,119 -6%
BNMT
69
Bawa N Mallick Trust
New York
$3.43M
SWM
70
Steinberganna Wealth Management
New York
$3.36M +$3.23M +32,193 New
GG
71
GenWealth Group
New Jersey
$3.28M -$73.9K -736 -2%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$3.2M +$669K +6,663 +28%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$3.14M +$91.2K +908 +3%
AHC
74
Adell Harriman & Carpenter
Texas
$2.84M
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$2.79M +$2.45M +24,385 +1,038%

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.