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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
PPWM
126
Paragon Private Wealth Management
Kentucky
$689K +$754K +8,508 New
KAS
127
Kestra Advisory Services
Texas
$687K +$177K +1,993 +31%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$685K -$139K -1,570 -16%
IA
129
IFP Advisors
Florida
$668K +$4.34K +49 +0.6%
HWM
130
HB Wealth Management
Georgia
$664K +$10.2K +115 +1%
PS
131
Principal Securities
Iowa
$657K +$44.9K +507 +7%
TSMHT
132
Thurston Springer Miller Herd & Titak
Indiana
$648K +$709K +8,000 New
CFP
133
Catalyst Financial Partners
Massachusetts
$636K – – –
Focus Partners Wealth
134
Focus Partners Wealth
Massachusetts
$621K -$20.9K -236 -3%
HWA
135
HHM Wealth Advisors
Tennessee
$618K – – –
Two Sigma Investments
136
Two Sigma Investments
New York
$616K -$1.06M -12,000 -61%
GS
137
GWN Securities
Florida
$614K +$344K +3,887 +105%
BC
138
Bowman & Company
Wisconsin
$611K +$89K +1,004 +15%
WBG
139
Wharton Business Group
Pennsylvania
$599K – – –
SEIA
140
Signature Estate & Investment Advisors
California
$586K +$798 +9 +0.1%
LI
141
LRI Investments
Florida
$586K – – –
F4L
142
Fortune 45 LLC
Louisiana
$561K +$709 +8 +0.1%
Goldman Sachs
143
Goldman Sachs
New York
$557K +$62.9K +710 +12%
VCM
144
Vision Capital Management
Oregon
$546K – – –
HF
145
HRT Financial
New York
$536K +$587K +6,620 New
SS
146
Sunbelt Securities
Texas
$536K -$4.17K -47 -0.7%
TSWM
147
Tyler-Stone Wealth Management
Ohio
$511K -$22.2K -250 -4%
William Blair & Company
148
William Blair & Company
Illinois
$497K +$177 +2 +0%
RTL
149
Red Tortoise LLC
Georgia
$492K – – –
OWA
150
Outlook Wealth Advisors
Texas
$484K – – –
4 5
6
7 8

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.