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iShares Morningstar Growth ETF

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: 301325 (+24)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Advisors Ltd
Ohio
$1.86M +$30.6K +305 +2%
Financial Engines Advisors
102
Financial Engines Advisors
California
$1.81M -$213K -2,120 -11%
EFS
103
Essex Financial Services
Connecticut
$1.74M +$301 +3 +0%
RA
104
Rodgers & Associates
Pennsylvania
$1.73M -$54.2K -540 -3%
DC
105
Davenport & Co
Virginia
$1.71M -$163K -1,619 -9%
GIA
106
Gladstone Institutional Advisory
Florida
$1.68M -$75.3K -750 -4%
AssetMark Inc
107
AssetMark Inc
California
$1.67M +$609K +6,068 +61%
TW
108
Towerpoint Wealth
California
$1.66M -$47.5K -473 -3%
Neuberger Berman Group
109
Neuberger Berman Group
New York
$1.62M +$1.56M +15,557 New
ACM
110
Absolute Capital Management
Pennsylvania
$1.62M -$2.01M -20,000 -56%
PCG
111
Prosperity Consulting Group
Maryland
$1.57M +$1.51M +15,038 New
GRP
112
Global Retirement Partners
California
$1.57M +$168K +1,672 +13%
SPC
113
Sigma Planning Corp
Michigan
$1.56M +$61.5K +612 +4%
CFD
114
Creative Financial Designs
Indiana
$1.55M -$34.4K -343 -2%
KAS
115
Kestra Advisory Services
Texas
$1.54M +$434K +4,326 +42%
NA
116
NewEdge Advisors
Louisiana
$1.49M +$276K +2,751 +24%
GWM
117
Geneos Wealth Management
Colorado
$1.48M +$3.62K +36 +0.3%
MCM
118
MAI Capital Management
Ohio
$1.42M +$1.81K +18 +0.1%
WA
119
Wealthstream Advisors
New York
$1.41M
PB
120
Pinnacle Bancorp
Nebraska
$1.41M
CAG
121
Csenge Advisory Group
Florida
$1.4M +$3.21K +32 +0.2%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$1.39M +$467K +4,654 +53%
RBFC
123
Roman Butler Fullerton & Co
Missouri
$1.39M +$87.9K +875 +7%
FSC
124
Full Sail Capital
Oklahoma
$1.37M -$56.1K -559 -4%
GS
125
GWN Securities
Florida
$1.37M +$227K +2,257 +21%

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.