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iShares Morningstar Growth ETF
ILCG

301 hedge funds and large institutions have $1.59B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

24% more capital invested

Capital invested by funds: $1.28B → $1.59B (+$311M)

11% more funds holding

Funds holding: 272 → 301 (+29)

0.27% more ownership

Funds ownership: 58.26% → 58.52% (+0.27%)

10% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 93

Holders
301
Holders Change
+29
Holders Change %
+10.66%
% of All Funds
3.96%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.17%
New
43
Increased
84
Reduced
93
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BDWCC
B&D White Capital Company
Texas
+$30.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.4M
3
GAG
Goodman Advisory Group
Massachusetts
+$16.1M
4
GAG
GM Advisory Group
New York
+$13.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$7.12M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$14.9M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$11.4M
3
CWM
Congress Wealth Management
Massachusetts
-$8.2M
4
LPL Financial
LPL Financial
California
-$6.71M
5
Bank of America
Bank of America
North Carolina
-$5.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
126
Triad Wealth Partners
Kansas
$1.05M +$941K +10,835 New
Lido Advisors
127
Lido Advisors
California
$1.04M +$955 +11 +0.1%
PS
128
Principal Securities
Iowa
$1.01M +$272K +3,137 +43%
KAS
129
Kestra Advisory Services
Texas
$1.01M +$168K +1,933 +23%
OAS
130
Optivise Advisory Services
Tennessee
$985K +$10.2K +117 +1%
PPWM
131
Paragon Private Wealth Management
Kentucky
$978K +$138K +1,586 +19%
AssetMark Inc
132
AssetMark Inc
California
$965K -$530K -6,107 -38%
W
133
Wealthquest
Ohio
$957K -$24.3K -280 -3%
PWS
134
Proactive Wealth Strategies
Georgia
$936K -$3.47K -40 -0.4%
CFG
135
Cooper Financial Group
California
$935K – – –
GA
136
Goldstein Advisors
Wisconsin
$918K -$1.22K -14 -0.1%
IWC
137
Integrated Wealth Concepts
Massachusetts
$893K +$14.2K +163 +2%
FCIM
138
Fairview Capital Investment Management
California
$881K – – –
MPIA
139
Milestones Private Investment Advisors
New York
$868K +$778K +8,955 New
Jones Financial Companies
140
Jones Financial Companies
Missouri
$852K +$357K +4,108 +87%
BBW
141
Blue Barn Wealth
Utah
$845K +$1.74K +20 +0.2%
PTC
142
Private Trust Company
Ohio
$842K – – –
PA
143
Pinnacle Associates
New York
$837K -$10.2K -117 -1%
CPCP
144
Cedar Point Capital Partners
Iowa
$827K -$25.6K -295 -3%
BC
145
Brio Consultants
California
$820K +$735K +8,465 New
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$811K -$7.9K -91 -1%
SAM
147
Summit Asset Management
Tennessee
$803K -$69.5K -800 -9%
EFG
148
Ethos Financial Group
Pennsylvania
$795K +$712K +8,203 New
HWM
149
HB Wealth Management
Georgia
$795K – – –
TSMHT
150
Thurston Springer Miller Herd & Titak
Indiana
$775K – – –
4 5
6
7 8

ILCG Hedge Fund Activity: Q2 2025 in Review

301 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2025, worth a combined $1.59B — up 24% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ILCG positions and 13 closed out — a net gain of 30 holders — while 84 added to existing stakes and 93 trimmed.

The largest buyer was B&D White Capital Company, opening a new position worth an estimated $30.3M. The largest seller was Equitable Holdings, cutting an estimated $14.9M.

  • 301 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2025, up from 272 in Q1 2025.
  • Funds reported $1.59B of iShares Morningstar Growth ETF stock for Q2 2025, up 24% quarter-over-quarter.
  • 43 funds opened new iShares Morningstar Growth ETF positions in Q2 2025 and 13 closed out, a net change of +30 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2025 was B&D White Capital Company, an estimated $30.3M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2025 was Equitable Holdings, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2025.