ILCG icon

iShares Morningstar Growth ETF

324 hedge funds and large institutions have $1.81B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.79% more ownership

Funds ownership: 58.5%59.29% (+0.79%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

Holders
324
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$1.36M
KWM
127
Kingsview Wealth Management
Oregon
$1.28M
Comerica Bank
128
Comerica Bank
Texas
$1.24M
SFC
129
Strategic Financial Concepts
Texas
$1.19M
PPWM
130
Paragon Private Wealth Management
Kentucky
$1.16M
Lido Advisors
131
Lido Advisors
California
$1.16M
HFA
132
Hershey Financial Advisers
Pennsylvania
$1.15M
KPWS
133
Kestra Private Wealth Services
Texas
$1.15M
Baird Financial Group
134
Baird Financial Group
Wisconsin
$1.14M
TWP
135
Triad Wealth Partners
Kansas
$1.13M
PS
136
Principal Securities
Iowa
$1.07M
W
137
Wealthquest
Ohio
$1.03M
CFG
138
Cooper Financial Group
California
$1.01M
PWS
139
Proactive Wealth Strategies
Georgia
$1M
GA
140
Goldstein Advisors
Wisconsin
$988K
JWM
141
JGP Wealth Management
Oregon
$980K
AB
142
ANB Bank
Colorado
$979K
IWC
143
Integrated Wealth Concepts
Massachusetts
$974K
SF
144
Summit Financial
New Jersey
$956K
FCIM
145
Fairview Capital Investment Management
California
$948K
MPIA
146
Milestones Private Investment Advisors
New York
$934K
EFA
147
Edge Financial Advisors
Illinois
$930K
BBW
148
Blue Barn Wealth
Utah
$909K
PA
149
Pinnacle Associates
New York
$902K
BC
150
Brio Consultants
California
$901K