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iShares Morningstar Growth ETF
ILCG

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: 301 → 325 (+24)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+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
–

Top Buyers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
+$40.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$38.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$17.5M
4
BDWCC
B&D White Capital Company
Texas
+$13.8M
5
PAG
Private Advisor Group
New Jersey
+$9.03M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$9.52M
2
Morgan Stanley
Morgan Stanley
New York
-$7.87M
3
LPL Financial
LPL Financial
California
-$5.02M
4
WA
Win Advisors
Florida
-$4.25M
5
AWM
AE Wealth Management
Kansas
-$3.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$2.78M +$125K +1,241 +5%
SC
77
Savant Capital
Illinois
$2.78M -$67.6K -673 -2%
OCM
78
One Capital Management
California
$2.75M +$1.05M +10,476 +66%
RWP
79
RWA Wealth Partners
Massachusetts
$2.73M – – –
ATS
80
Ashton Thomas Securities
New York
$2.71M +$2.61M +26,030 New
FHA
81
Flagship Harbor Advisors
Massachusetts
$2.6M -$263K -2,614 -10%
NSIM
82
North Star Investment Management
Illinois
$2.58M -$45.2K -450 -2%
AWA
83
Arkadios Wealth Advisors
Georgia
$2.46M -$33.9K -338 -1%
PFG
84
Pinnacle Financial Group
Illinois
$2.38M +$301 +3 +0%
SRWM
85
Shira Ridge Wealth Management
California
$2.37M – – –
AWM
86
AE Wealth Management
Kansas
$2.36M -$3.9M -38,831 -63%
PFS
87
Prospera Financial Services
Texas
$2.25M +$2.16M +21,553 New
BRWA
88
B. Riley Wealth Advisors
Florida
$2.21M +$437K +4,347 +26%
BCI
89
Brinker Capital Investments
Pennsylvania
$2.2M +$2.12M +21,067 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$2.16M +$939K +9,345 +82%
GWS
91
Greykasell Wealth Strategies
California
$2.14M -$892K -8,885 -30%
DWP
92
Daymark Wealth Partners
Ohio
$2.11M -$26.5K -264 -1%
HighTower Advisors
93
HighTower Advisors
Illinois
$2.06M +$78.8K +785 +4%
DSCM
94
Del-Sette Capital Management
New York
$2.04M +$1.97M +19,592 New
BFA
95
Beacon Financial Advisory
Ohio
$2.03M +$301 +3 +0%
HGWM
96
Horst & Graben Wealth Management
Oregon
$1.99M +$100 +1 +0%
LAS
97
Lloyd Advisory Services
Georgia
$1.92M -$122K -1,213 -6%
Truist Financial
98
Truist Financial
North Carolina
$1.91M +$136K +1,358 +8%
KIM
99
Kane Investment Management
California
$1.89M +$1.1K +11 +0.1%
XF
100
XML Financial
Maryland
$1.87M – – –
2 3
4
5 6

ILCG Hedge Fund Activity: Q3 2025 in Review

325 of the 7,620 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.