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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 %
ASN
76
Advisory Services Network
Georgia
$2.55M 25,437 +5,591 +28%
RWP
77
RWA Wealth Partners
Massachusetts
$2.54M 26,186 – –
NSIM
78
North Star Investment Management
Illinois
$2.44M 25,144 -181 -0.7%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$2.33M 24,033 +7,342 +44%
AWA
80
Arkadios Wealth Advisors
Georgia
$2.32M 23,948 -429 -2%
PAG
81
Private Advisor Group
New Jersey
$2.32M 23,893 -883 -4%
PFG
82
Pinnacle Financial Group
Illinois
$2.21M 22,827 +3 +0%
SRWM
83
Shira Ridge Wealth Management
California
$2.2M 22,723 – –
CIA
84
Cape Investment Advisory
Georgia
$2.16M 22,318 -149 -0.7%
DWP
85
Daymark Wealth Partners
Ohio
$1.98M 20,473 +11,137 +119%
LAS
86
Lloyd Advisory Services
Georgia
$1.9M 19,659 +19,659 New
Financial Engines Advisors
87
Financial Engines Advisors
California
$1.88M 19,429 +16,687 +609%
BFA
88
Beacon Financial Advisory
Ohio
$1.88M 19,425 +3 +0%
HGWM
89
Horst & Graben Wealth Management
Oregon
$1.85M 19,083 -1 -0%
HighTower Advisors
90
HighTower Advisors
Illinois
$1.84M 18,973 -2,165 -10%
ECA
91
Elevation Capital Advisory
Oregon
$1.81M 18,728 +18,728 New
KIM
92
Kane Investment Management
California
$1.76M 18,135 +308 +2%
DC
93
Davenport & Co
Virginia
$1.75M 18,055 +1 +0%
XF
94
XML Financial
Maryland
$1.73M 17,902 -64 -0.4%
CAL
95
Capital Advisors Ltd
Ohio
$1.7M 17,579 +224 +1%
RA
96
Rodgers & Associates
Pennsylvania
$1.66M 17,138 -818 -5%
Truist Financial
97
Truist Financial
North Carolina
$1.64M 16,916 -11,680 -41%
GIA
98
Gladstone Institutional Advisory
Florida
$1.64M 16,875 -2,348 -12%
BRWA
99
B. Riley Wealth Advisors
Florida
$1.64M 16,873 +16,873 New
EFS
100
Essex Financial Services
Connecticut
$1.62M 16,694 +2 +0%
2 3
4
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