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iShares Morningstar Growth ETF
ILCG

272 hedge funds and large institutions have $1.28B 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, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% more ownership

Funds ownership: 58.02% → 58.26% (+0.24%)

4% less funds holding

Funds holding: 284 → 272 (-12)

9% less capital invested

Capital invested by funds: $1.41B → $1.28B (-$133M)

17% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 93

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

Holders
272
Holders Change
-12
Holders Change %
-4.23%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
77
Reduced
93
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCWS
McKinley Carter Wealth Services
West Virginia
+$40.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$11.6M
3
CWM
Congress Wealth Management
Massachusetts
+$8.96M
4
GAG
GM Advisory Group
New York
+$6.13M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$4.72M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$13.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$8.85M
4
LAS
Legacy Advisory Services
Pennsylvania
-$7.28M
5
CA
CoreCap Advisors
Michigan
-$6.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
151
Courage Miller Partners
Virginia
$478K – – –
MG
152
Mather Group
Illinois
$473K – – –
IFG
153
Independent Financial Group
California
$467K -$48.7K -550 -9%
Nomura Asset Management
154
Nomura Asset Management
Japan
$462K -$218K -2,465 -30%
CFG
155
Cornerstone Financial Group
Nebraska
$446K +$532 +6 +0.1%
NIWA
156
New Insight Wealth Advisors
California
$444K +$34.9K +394 +8%
AFW
157
Avantra Family Wealth
Pennsylvania
$437K – – –
AWM
158
Accel Wealth Management
Iowa
$431K -$25.2K -284 -5%
MA
159
MKT Advisors
California
$426K +$79.2K +894 +18%
BFG
160
Bouchey Financial Group
New York
$410K – – –
FA
161
Flagstar Advisors
New York
$400K -$25.4K -287 -5%
GHA
162
GW Henssler & Associates
Georgia
$395K +$8.42K +95 +2%
CWG
163
Cornerstone Wealth Group
North Carolina
$394K – – –
AP
164
Aspect Partners
Virginia
$385K – – –
Jones Financial Companies
165
Jones Financial Companies
Missouri
$384K +$199K +2,241 +90%
FHA
166
Flagship Harbor Advisors
Massachusetts
$384K +$420K +4,740 New
KFI
167
Key Financial Inc
Pennsylvania
$380K +$105K +1,182 +34%
SCM
168
SCS Capital Management
Massachusetts
$371K +$405K +4,575 New
PAG
169
Paladin Advisory Group
Iowa
$364K – – –
MA
170
Mutual Advisors
Nebraska
$364K +$15.6K +176 +4%
SWM
171
SK Wealth Management
Rhode Island
$362K +$532 +6 +0.1%
LWM
172
LJI Wealth Management
Indiana
$353K +$10.1K +114 +3%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$349K -$3.72K -42 -1%
ZF
174
Zhang Financial
Michigan
$346K +$378K +4,266 New
REMPR
175
Roof Eidam Maycock Peralta (REMP)
California
$344K – – –
5 6
7
8 9

ILCG Hedge Fund Activity: Q1 2025 in Review

272 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2025, worth a combined $1.28B — down 9.4% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ILCG and 30 opened new positions — a net loss of 8 holders — while 93 trimmed existing stakes and 77 added.

The largest buyer was McKinley Carter Wealth Services, opening a new position worth an estimated $40.7M. The largest seller was Equitable Holdings, cutting an estimated $13.3M.

  • 272 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2025, down from 284 in Q4 2024.
  • Funds reported $1.28B of iShares Morningstar Growth ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 30 funds opened new iShares Morningstar Growth ETF positions in Q1 2025 and 38 closed out, a net change of -8 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2025 was McKinley Carter Wealth Services, an estimated $40.7M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2025 was Equitable Holdings, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2025.