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iShares Morningstar Growth ETF

325 hedge funds and large institutions have $1.82B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $1.59B → $1.82B (+$228M)

8% more funds holding

Funds holding: 301325 (+24)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.79% more ownership

Funds ownership: 58.52%59.31% (+0.79%)

4% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 100

Holders
325
Holders Change
+24
Holders Change %
+7.97%
% of All Funds
4.27%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
45
Increased
96
Reduced
100
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$1.36M +$1.31M +13,076 New
KWM
127
Kingsview Wealth Management
Oregon
$1.28M -$24.1K -240 -2%
Comerica Bank
128
Comerica Bank
Texas
$1.24M -$35.6K -354 -3%
SFC
129
Strategic Financial Concepts
Texas
$1.19M -$10.1K -101 -0.9%
PPWM
130
Paragon Private Wealth Management
Kentucky
$1.16M +$106K +1,052 +10%
Lido Advisors
131
Lido Advisors
California
$1.16M +$35.3K +351 +3%
HFA
132
Hershey Financial Advisers
Pennsylvania
$1.15M -$2.61M -25,951 -70%
KPWS
133
Kestra Private Wealth Services
Texas
$1.15M -$19.8K -197 -2%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$1.14M +$781K +7,779 +247%
TWP
135
Triad Wealth Partners
Kansas
$1.13M
PS
136
Principal Securities
Iowa
$1.07M -$21.3K -212 -2%
W
137
Wealthquest
Ohio
$1.03M
CFG
138
Cooper Financial Group
California
$1.01M
PWS
139
Proactive Wealth Strategies
Georgia
$1M -$3.21K -32 -0.3%
GA
140
Goldstein Advisors
Wisconsin
$988K
JWM
141
JGP Wealth Management
Oregon
$980K +$587K +5,846 +167%
AB
142
ANB Bank
Colorado
$979K -$428K -4,258 -31%
IWC
143
Integrated Wealth Concepts
Massachusetts
$974K +$12.9K +128 +1%
SF
144
Summit Financial
New Jersey
$956K +$921K +9,166 New
FCIM
145
Fairview Capital Investment Management
California
$948K
MPIA
146
Milestones Private Investment Advisors
New York
$934K
EFA
147
Edge Financial Advisors
Illinois
$930K +$598K +5,953 +201%
BBW
148
Blue Barn Wealth
Utah
$909K +$100 +1 +0%
PA
149
Pinnacle Associates
New York
$902K +$201 +2 +0%
BC
150
Brio Consultants
California
$901K +$17.6K +175 +2%

ILCG Hedge Fund Activity: Q3 2025 in Review

325 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2025, worth a combined $1.82B — up 14% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ILCG positions and 16 closed out — a net gain of 29 holders — while 96 added to existing stakes and 100 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $40.4M. The largest seller was Equitable Holdings, cutting an estimated $9.52M.

  • 325 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2025, up from 301 in Q2 2025.
  • Funds reported $1.82B of iShares Morningstar Growth ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 45 funds opened new iShares Morningstar Growth ETF positions in Q3 2025 and 16 closed out, a net change of +29 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q3 2025 was AdvisorShares Investments, an estimated $40.4M added.
  • The largest iShares Morningstar Growth ETF seller in Q3 2025 was Equitable Holdings, an estimated $9.52M sold.

Based on aggregated 13F filings for Q3 2025.