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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 %
TW
101
Towerpoint Wealth
California
$1.59M 16,373 -1,057 -6%
OCM
102
One Capital Management
California
$1.54M 15,895 -40,099 -72%
CFD
103
Creative Financial Designs
Indiana
$1.47M 15,177 +136 +0.9%
SOS
104
Silver Oak Securities
Tennessee
$1.42M 14,614 +13,026 +820%
SPC
105
Sigma Planning Corp
Michigan
$1.39M 14,327 +354 +3%
GWM
106
Geneos Wealth Management
Colorado
$1.38M 14,200 -11,347 -44%
FSC
107
Full Sail Capital
Oklahoma
$1.33M 13,716 -760 -5%
AB
108
ANB Bank
Colorado
$1.32M 13,648 -53 -0.4%
MCM
109
MAI Capital Management
Ohio
$1.32M 13,637 +14 +0.1%
WA
110
Wealthstream Advisors
New York
$1.31M 13,565 – –
PB
111
Pinnacle Bancorp
Nebraska
$1.31M 13,505 – –
GRP
112
Global Retirement Partners
California
$1.29M 13,358 +13,358 New
WBG
113
Wharton Business Group
Pennsylvania
$1.25M 43,675 +36,275 +490%
CAG
114
Csenge Advisory Group
Florida
$1.22M 13,379 – –
KWM
115
Kingsview Wealth Management
Oregon
$1.22M 12,545 +463 +4%
AAS
116
Ameritas Advisory Services
Nebraska
$1.2M 12,417 -1,109 -8%
RBFC
117
Roman Butler Fullerton & Co
Missouri
$1.19M 11,867 -333 -3%
Comerica Bank
118
Comerica Bank
Texas
$1.18M 12,196 -305 -2%
JWCA
119
J.W. Cole Advisors
Florida
$1.16M 12,009 +3,405 +40%
NA
120
NewEdge Advisors
Louisiana
$1.12M 11,537 +2,192 +23%
SFC
121
Strategic Financial Concepts
Texas
$1.11M 11,488 -42,340 -79%
KPWS
122
Kestra Private Wealth Services
Texas
$1.08M 11,193 +2 +0%
GS
123
GWN Securities
Florida
$1.06M 10,863 +3,276 +43%
TWP
124
Triad Wealth Partners
Kansas
$1.05M 10,835 +10,835 New
Lido Advisors
125
Lido Advisors
California
$1.04M 10,780 +11 +0.1%
3 4
5
6 7