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iShares Morningstar Growth ETF
ILCG

272 hedge funds and large institutions have $1.28B 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, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% more ownership

Funds ownership: 58.02% → 58.26% (+0.24%)

4% less funds holding

Funds holding: 284 → 272 (-12)

9% less capital invested

Capital invested by funds: $1.41B → $1.28B (-$133M)

17% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 93

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

Holders
272
Holders Change
-12
Holders Change %
-4.23%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
77
Reduced
93
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCWS
McKinley Carter Wealth Services
West Virginia
+$40.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$11.6M
3
CWM
Congress Wealth Management
Massachusetts
+$8.96M
4
GAG
GM Advisory Group
New York
+$6.13M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$4.72M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$13.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$8.85M
4
LAS
Legacy Advisory Services
Pennsylvania
-$7.28M
5
CA
CoreCap Advisors
Michigan
-$6.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
101
MAI Capital Management
Ohio
$1.1M +$1.51K +17 +0.1%
WA
102
Wealthstream Advisors
New York
$1.1M – – –
AAS
103
Ameritas Advisory Services
Nebraska
$1.1M +$1.2M +13,526 New
PB
104
Pinnacle Bancorp
Nebraska
$1.09M – – –
CAG
105
Csenge Advisory Group
Florida
$1.03M -$5.76K -65 -0.5%
Comerica Bank
106
Comerica Bank
Texas
$1.01M -$8.95K -101 -0.8%
KWM
107
Kingsview Wealth Management
Oregon
$979K +$13.2K +149 +1%
RBFC
108
Roman Butler Fullerton & Co
Missouri
$967K +$18.1K +204 +2%
KPWS
109
Kestra Private Wealth Services
Texas
$906K +$57.9K +653 +6%
Lido Advisors
110
Lido Advisors
California
$872K +$975 +11 +0.1%
W
111
Wealthquest
Ohio
$822K -$20.9K -236 -2%
OAS
112
Optivise Advisory Services
Tennessee
$814K -$1.68K -19 -0.2%
PWS
113
Proactive Wealth Strategies
Georgia
$786K -$22.3K -252 -3%
CFG
114
Cooper Financial Group
California
$781K – – –
GA
115
Goldstein Advisors
Wisconsin
$768K -$14.8K -167 -2%
NA
116
NewEdge Advisors
Louisiana
$757K -$200K -2,255 -19%
DWP
117
Daymark Wealth Partners
Ohio
$756K +$827K +9,336 New
FCIM
118
Fairview Capital Investment Management
California
$736K – – –
SAM
119
Summit Asset Management
Tennessee
$736K – – –
IWC
120
Integrated Wealth Concepts
Massachusetts
$733K -$28.6K -323 -3%
CPCP
121
Cedar Point Capital Partners
Iowa
$715K +$7.44K +84 +1%
PA
122
Pinnacle Associates
New York
$709K +$132K +1,495 +21%
BBW
123
Blue Barn Wealth
Utah
$704K -$2.3K -26 -0.3%
PTC
124
Private Trust Company
Ohio
$704K – – –
JWCA
125
J.W. Cole Advisors
Florida
$697K +$439K +4,958 +136%
3 4
5
6 7

ILCG Hedge Fund Activity: Q1 2025 in Review

272 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2025, worth a combined $1.28B — down 9.4% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ILCG and 30 opened new positions — a net loss of 8 holders — while 93 trimmed existing stakes and 77 added.

The largest buyer was McKinley Carter Wealth Services, opening a new position worth an estimated $40.7M. The largest seller was Equitable Holdings, cutting an estimated $13.3M.

  • 272 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2025, down from 284 in Q4 2024.
  • Funds reported $1.28B of iShares Morningstar Growth ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 30 funds opened new iShares Morningstar Growth ETF positions in Q1 2025 and 38 closed out, a net change of -8 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2025 was McKinley Carter Wealth Services, an estimated $40.7M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2025 was Equitable Holdings, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2025.