ILCG icon

iShares Morningstar Growth ETF

314 hedge funds and large institutions have $1.81B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 96 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 58.26%59.01% (+0.75%)

2% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 96

Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
Comerica Bank
126
Comerica Bank
Texas
$1.24M
SFC
127
Strategic Financial Concepts
Texas
$1.19M
PPWM
128
Paragon Private Wealth Management
Kentucky
$1.16M
Lido Advisors
129
Lido Advisors
California
$1.16M
HFA
130
Hershey Financial Advisers
Pennsylvania
$1.15M
KPWS
131
Kestra Private Wealth Services
Texas
$1.15M
Baird Financial Group
132
Baird Financial Group
Wisconsin
$1.14M
TWP
133
Triad Wealth Partners
Kansas
$1.13M
PS
134
Principal Securities
Iowa
$1.07M
W
135
Wealthquest
Ohio
$1.03M
CFG
136
Cooper Financial Group
California
$1.01M
PWS
137
Proactive Wealth Strategies
Georgia
$1M
GA
138
Goldstein Advisors
Wisconsin
$988K
JWM
139
JGP Wealth Management
Oregon
$980K
AB
140
ANB Bank
Colorado
$979K
IWC
141
Integrated Wealth Concepts
Massachusetts
$974K
SF
142
Summit Financial
New Jersey
$956K
FCIM
143
Fairview Capital Investment Management
California
$948K
MPIA
144
Milestones Private Investment Advisors
New York
$934K
EFA
145
Edge Financial Advisors
Illinois
$930K
BBW
146
Blue Barn Wealth
Utah
$909K
PA
147
Pinnacle Associates
New York
$902K
BC
148
Brio Consultants
California
$901K
CPCP
149
Cedar Point Capital Partners
Iowa
$894K
SAM
150
Summit Asset Management
Tennessee
$864K