ILCG icon

iShares Morningstar Growth ETF

297 hedge funds and large institutions have $1.59B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.28% more ownership

Funds ownership: 58%59.28% (+1.3%)

9% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 92

Holders
297
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$33.8M
2 +$19.4M
3 +$17.9M
4
GAG
GM Advisory Group
New York
+$15.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$7.95M

Top Sellers

1 -$16.6M
2 -$12.7M
3 -$8.2M
4
LPL Financial
LPL Financial
California
-$7.49M
5
Bank of America
Bank of America
North Carolina
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$1.04M
PS
127
Principal Securities
Iowa
$1.01M
KAS
128
Kestra Advisory Services
Texas
$1.01M
OAS
129
Optivise Advisory Services
Tennessee
$985K
PPWM
130
Paragon Private Wealth Management
Kentucky
$978K
AssetMark Inc
131
AssetMark Inc
California
$965K
W
132
Wealthquest
Ohio
$957K
PWS
133
Proactive Wealth Strategies
Georgia
$936K
CFG
134
Cooper Financial Group
California
$935K
GA
135
Goldstein Advisors
Wisconsin
$918K
IWC
136
Integrated Wealth Concepts
Massachusetts
$893K
FCIM
137
Fairview Capital Investment Management
California
$881K
MPIA
138
Milestones Private Investment Advisors
New York
$868K
Jones Financial Companies
139
Jones Financial Companies
Missouri
$852K
BBW
140
Blue Barn Wealth
Utah
$845K
PTC
141
Private Trust Company
Ohio
$842K
PA
142
Pinnacle Associates
New York
$837K
CPCP
143
Cedar Point Capital Partners
Iowa
$827K
BC
144
Brio Consultants
California
$820K
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$811K
SAM
146
Summit Asset Management
Tennessee
$803K
EFG
147
Ethos Financial Group
Pennsylvania
$795K
HWM
148
HB Wealth Management
Georgia
$795K
TSMHT
149
Thurston Springer Miller Herd & Titak
Indiana
$775K
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
$765K