ILCG icon

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 %
PFG
76
Pinnacle Financial Group
Illinois
$1.85M -$22.5K -278 -1%
SRWM
77
Shira Ridge Wealth Management
California
$1.84M – – –
CIA
78
Cape Investment Advisory
Georgia
$1.82M +$162 +2 +0%
HighTower Advisors
79
HighTower Advisors
Illinois
$1.71M -$281K -3,475 -14%
ASN
80
Advisory Services Network
Georgia
$1.61M -$49.3K -609 -3%
BFA
81
Beacon Financial Advisory
Ohio
$1.57M -$15.9K -196 -1%
GIA
82
Gladstone Institutional Advisory
Florida
$1.56M +$168K +2,080 +12%
HGWM
83
Horst & Graben Wealth Management
Oregon
$1.55M – – –
DC
84
Davenport & Co
Virginia
$1.46M -$1.07M -13,213 -42%
XF
85
XML Financial
Maryland
$1.46M +$297K +3,671 +26%
RA
86
Rodgers & Associates
Pennsylvania
$1.45M -$97.6K -1,205 -6%
KIM
87
Kane Investment Management
California
$1.44M -$14.2K -175 -1%
TW
88
Towerpoint Wealth
California
$1.41M -$130K -1,611 -8%
CAL
89
Capital Advisors Ltd
Ohio
$1.41M – – –
Citadel Advisors
90
Citadel Advisors
Florida
$1.37M +$1.37M +16,952 New
EFS
91
Essex Financial Services
Connecticut
$1.35M +$243 +3 +0%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$1.35M -$828K -10,227 -38%
AssetMark Inc
93
AssetMark Inc
California
$1.3M +$640K +7,902 +97%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.22M +$1.22M +15,050 New
CFD
95
Creative Financial Designs
Indiana
$1.22M -$15.3K -189 -1%
FSC
96
Full Sail Capital
Oklahoma
$1.17M – – –
SPC
97
Sigma Planning Corp
Michigan
$1.13M +$59.5K +735 +6%
AB
98
ANB Bank
Colorado
$1.11M -$41.2K -509 -4%
MCM
99
MAI Capital Management
Ohio
$1.1M +$1.38K +17 +0.1%
WA
100
Wealthstream Advisors
New York
$1.1M – – –
2 3
4
5 6