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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

269 hedge funds and large institutions have $1.27B 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, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-12
Holders Change %
-4.27%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
30
Increased
77
Reduced
91
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCWS
McKinley Carter Wealth Services
West Virginia
+$37.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$10.6M
3
CWM
Congress Wealth Management
Massachusetts
+$8.2M
4
GAG
GM Advisory Group
New York
+$5.61M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$4.31M

Top Sellers

1
EH
Equitable Holdings
New York
-$12.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$8.09M
4
CA
CoreCap Advisors
Michigan
-$5.77M
5
AI
Atria Investments
North Carolina
-$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
151
Nomura Asset Management
Japan
$462K -$200K -2,465 -30%
CFG
152
Cornerstone Financial Group
Nebraska
$446K +$533 +6 +0.1%
NIWA
153
New Insight Wealth Advisors
California
$444K +$31.9K +394 +8%
AFW
154
Avantra Family Wealth
Pennsylvania
$437K – – –
AWM
155
Accel Wealth Management
Iowa
$431K -$23K -284 -5%
MA
156
MKT Advisors
California
$426K +$65.6K +894 +18%
BFG
157
Bouchey Financial Group
New York
$410K – – –
FA
158
Flagstar Advisors
New York
$400K -$23.2K -287 -5%
GHA
159
GW Henssler & Associates
Georgia
$395K +$7.69K +95 +2%
CWG
160
Cornerstone Wealth Group
North Carolina
$394K – – –
AP
161
Aspect Partners
Virginia
$385K – – –
Jones Financial Companies
162
Jones Financial Companies
Missouri
$384K +$182K +2,241 +90%
FHA
163
Flagship Harbor Advisors
Massachusetts
$384K +$384K +4,740 New
KFI
164
Key Financial Inc
Pennsylvania
$380K +$95.7K +1,182 +34%
SCM
165
SCS Capital Management
Massachusetts
$371K +$371K +4,575 New
PAG
166
Paladin Advisory Group
Iowa
$364K – – –
MA
167
Mutual Advisors
Nebraska
$364K +$14.5K +176 +4%
SWM
168
SK Wealth Management
Rhode Island
$362K +$449 +6 +0.1%
LWM
169
LJI Wealth Management
Indiana
$353K +$9.23K +114 +3%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$349K -$3.4K -42 -1%
ZF
171
Zhang Financial
Michigan
$346K +$346K +4,266 New
REMPR
172
Roof Eidam Maycock Peralta (REMP)
California
$344K – – –
SPWG
173
Syntegra Private Wealth Group
Missouri
$338K – – –
IA
174
IFG Advisory
Georgia
$336K +$21.6K +267 +7%
AAS
175
Annex Advisory Services
Wisconsin
$334K – – –
5 6
7
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