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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

269 hedge funds and large institutions have $1.27B 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, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-12
Holders Change %
-4.27%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
30
Increased
77
Reduced
91
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCWS
McKinley Carter Wealth Services
West Virginia
+$37.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$10.6M
3
CWM
Congress Wealth Management
Massachusetts
+$8.2M
4
GAG
GM Advisory Group
New York
+$5.61M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$4.31M

Top Sellers

1
EH
Equitable Holdings
New York
-$12.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$8.09M
4
CA
CoreCap Advisors
Michigan
-$5.77M
5
AI
Atria Investments
North Carolina
-$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$685K -$127K -1,570 -16%
IA
127
IFP Advisors
Florida
$668K +$3.97K +49 +0.6%
HWM
128
HB Wealth Management
Georgia
$664K +$9.31K +115 +1%
PS
129
Principal Securities
Iowa
$657K +$45.4K +507 +7%
TSMHT
130
Thurston Springer Miller Herd & Titak
Indiana
$648K +$648K +8,000 New
CFP
131
Catalyst Financial Partners
Massachusetts
$636K – – –
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$621K -$19.1K -236 -3%
HWA
133
HHM Wealth Advisors
Tennessee
$618K – – –
Two Sigma Investments
134
Two Sigma Investments
New York
$616K -$972K -12,000 -61%
GS
135
GWN Securities
Florida
$614K +$315K +3,887 +105%
BC
136
Bowman & Company
Wisconsin
$611K +$81.3K +1,004 +15%
WBG
137
Wharton Business Group
Pennsylvania
$599K – – –
SEIA
138
Signature Estate & Investment Advisors
California
$586K +$729 +9 +0.1%
LI
139
LRI Investments
Florida
$586K – – –
F4L
140
Fortune 45 LLC
Louisiana
$561K +$648 +8 +0.1%
Goldman Sachs
141
Goldman Sachs
New York
$557K +$57.5K +710 +12%
VCM
142
Vision Capital Management
Oregon
$546K – – –
HF
143
HRT Financial
New York
$536K +$536K +6,620 New
SS
144
Sunbelt Securities
Texas
$536K -$3.81K -47 -0.7%
TSWM
145
Tyler-Stone Wealth Management
Ohio
$511K -$20.2K -250 -4%
William Blair & Company
146
William Blair & Company
Illinois
$497K +$162 +2 +0%
RTL
147
Red Tortoise LLC
Georgia
$492K – – –
OWA
148
Outlook Wealth Advisors
Texas
$484K – – –
CMP
149
Courage Miller Partners
Virginia
$478K – – –
MG
150
Mather Group
Illinois
$473K – – –
4 5
6
7 8