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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 %
AAS
101
Ameritas Advisory Services
Nebraska
$1.1M +$1.1M +13,526 New
PB
102
Pinnacle Bancorp
Nebraska
$1.09M – – –
CAG
103
Csenge Advisory Group
Florida
$1.03M -$5K -65 -0.5%
Comerica Bank
104
Comerica Bank
Texas
$1.01M -$8.18K -101 -0.8%
KWM
105
Kingsview Wealth Management
Oregon
$979K +$12.1K +149 +1%
RBFC
106
Roman Butler Fullerton & Co
Missouri
$967K +$16.2K +204 +2%
KPWS
107
Kestra Private Wealth Services
Texas
$906K +$52.9K +653 +6%
Lido Advisors
108
Lido Advisors
California
$872K +$891 +11 +0.1%
W
109
Wealthquest
Ohio
$822K -$19.1K -236 -2%
OAS
110
Optivise Advisory Services
Tennessee
$814K -$1.54K -19 -0.2%
PWS
111
Proactive Wealth Strategies
Georgia
$786K -$20.4K -252 -3%
CFG
112
Cooper Financial Group
California
$781K – – –
GA
113
Goldstein Advisors
Wisconsin
$768K -$13.5K -167 -2%
NA
114
NewEdge Advisors
Louisiana
$757K -$183K -2,255 -19%
DWP
115
Daymark Wealth Partners
Ohio
$756K +$756K +9,336 New
FCIM
116
Fairview Capital Investment Management
California
$736K – – –
SAM
117
Summit Asset Management
Tennessee
$736K – – –
IWC
118
Integrated Wealth Concepts
Massachusetts
$733K -$26.2K -323 -3%
CPCP
119
Cedar Point Capital Partners
Iowa
$715K +$6.8K +84 +1%
PA
120
Pinnacle Associates
New York
$709K +$121K +1,495 +21%
BBW
121
Blue Barn Wealth
Utah
$704K -$2.11K -26 -0.3%
PTC
122
Private Trust Company
Ohio
$704K – – –
JWCA
123
J.W. Cole Advisors
Florida
$697K +$402K +4,958 +136%
PPWM
124
Paragon Private Wealth Management
Kentucky
$689K +$689K +8,508 New
KAS
125
Kestra Advisory Services
Texas
$687K +$161K +1,993 +31%
3 4
5
6 7