ILCG icon

iShares Morningstar Growth ETF

323 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 109 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

69% less funds holding in top 10

Funds holding in top 10: 134 (-9)

Holders
323
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$1.52M
TW
102
Towerpoint Wealth
California
$1.52M
GIA
103
Gladstone Institutional Advisory
Florida
$1.51M
Neuberger Berman Group
104
Neuberger Berman Group
New York
$1.49M
RBFC
105
Roman Butler Fullerton & Co
Missouri
$1.48M
ACM
106
Absolute Capital Management
Pennsylvania
$1.48M
CFD
107
Creative Financial Designs
Indiana
$1.47M
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$1.45M
GWM
109
Geneos Wealth Management
Colorado
$1.44M
KFI
110
Key Financial Inc
Pennsylvania
$1.44M
Truist Financial
111
Truist Financial
North Carolina
$1.43M
KWM
112
Kingsview Wealth Management
Oregon
$1.42M
DC
113
Davenport & Co
Virginia
$1.41M
SPC
114
Sigma Planning Corp
Michigan
$1.39M
PPWM
115
Paragon Private Wealth Management
Kentucky
$1.32M
GS
116
GWN Securities
Florida
$1.3M
GA
117
Greenspring Advisors
Maryland
$1.3M
PB
118
Pinnacle Bancorp
Nebraska
$1.29M
RA
119
Rodgers & Associates
Pennsylvania
$1.28M
CAG
120
Csenge Advisory Group
Florida
$1.21M
MCM
121
MAI Capital Management
Ohio
$1.19M
Lido Advisors
122
Lido Advisors
California
$1.19M
BRWA
123
B. Riley Wealth Advisors
Florida
$1.16M
IWC
124
Integrated Wealth Concepts
Massachusetts
$1.13M
OC
125
Oppenheimer & Co
New York
$1.12M