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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
CPCP
151
Cedar Point Capital Partners
Iowa
$894K +$2.91K +29 +0.3%
SAM
152
Summit Asset Management
Tennessee
$864K
PTC
153
Private Trust Company
Ohio
$855K -$49.6K -494 -6%
NF
154
Nvest Financial
New Hampshire
$846K +$815K +8,115 New
HWM
155
HB Wealth Management
Georgia
$843K -$11.5K -115 -1%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$824K
CFP
157
Catalyst Financial Partners
Massachusetts
$819K
GHA
158
GW Henssler & Associates
Georgia
$804K
JWCA
159
J.W. Cole Advisors
Florida
$800K -$436K -4,342 -36%
HWA
160
HHM Wealth Advisors
Tennessee
$795K
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$795K +$766K +7,625 New
FFA
162
Farther Finance Advisors
California
$789K +$760K +7,568 New
KFI
163
Key Financial Inc
Pennsylvania
$772K +$54.2K +540 +8%
WBG
164
Wharton Business Group
Pennsylvania
$772K -$3.64M -36,275 -83%
LI
165
LRI Investments
Florida
$754K
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$737K -$1K -10 -0.1%
F4L
167
Fortune 45 LLC
Louisiana
$719K +$904 +9 +0.1%
VCM
168
Vision Capital Management
Oregon
$703K
SS
169
Sunbelt Securities
Texas
$690K -$4.12K -41 -0.6%
BC
170
Bowman & Company
Wisconsin
$690K -$9.94K -99 -1%
TPWA
171
Twin Peaks Wealth Advisors
California
$685K +$2.21K +22 +0.3%
IFG
172
Independent Financial Group
California
$680K +$9.54K +95 +1%
SEIA
173
Signature Estate & Investment Advisors
California
$659K -$92.2K -918 -13%
DA
174
Drake & Associates
Wisconsin
$651K +$618K +6,152 New
PP
175
Patten & Patten
Tennessee
$649K +$625K +6,222 New

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.