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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

295 hedge funds and large institutions have $1.58B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.96%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.17%
New
40
Increased
84
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDWCC
B&D White Capital Company
Texas
$33.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.5M
3
GAG
Goodman Advisory Group
Massachusetts
$17.9M
4
GAG
GM Advisory Group
New York
$23.9M
5
Two Sigma Investments
Two Sigma Investments
New York
$8.68M

Top Sellers

1
EH
Equitable Holdings
New York
$236M
2
Corient Private Wealth
Corient Private Wealth
Florida
$11.5M
3
CWM
Congress Wealth Management
Massachusetts
$0
4
LPL Financial
LPL Financial
California
$130M
5
Bank of America
Bank of America
North Carolina
$45.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIWA
176
New Insight Wealth Advisors
California
$517K -$13.6K -140 -3%
AWM
177
Accel Wealth Management
Iowa
$504K -$12K -124 -2%
BFG
178
Bouchey Financial Group
New York
$490K – – –
CFG
179
Cornerstone Financial Group
Nebraska
$486K +$485 +5 +0.1%
FA
180
Flagstar Advisors
New York
$478K +$484 +5 +0.1%
SWM
181
SK Wealth Management
Rhode Island
$473K +$586 +6 +0.1%
CWG
182
Cornerstone Wealth Group
North Carolina
$471K – – –
AP
183
Aspect Partners
Virginia
$461K – – –
Goldman Sachs
184
Goldman Sachs
New York
$458K -$209K -2,152 -31%
WANY
185
Wealthspire Advisors (New York)
New York
$448K +$183K +1,886 +69%
MA
186
Mutual Advisors
Nebraska
$445K +$3K +30 +0.7%
VFS
187
Valpey Financial Services
New Hampshire
$444K +$444K +4,583 New
SCM
188
SCS Capital Management
Massachusetts
$443K – – –
PAG
189
Paladin Advisory Group
Iowa
$435K – – –
OMC
190
Old Mission Capital
Illinois
$429K +$429K +4,428 New
LWM
191
LJI Wealth Management
Indiana
$422K +$581 +6 +0.1%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$418K +$97 +1 +0%
REMPR
193
Roof Eidam Maycock Peralta (REMP)
California
$412K – – –
SPWG
194
Syntegra Private Wealth Group
Missouri
$404K – – –
IA
195
IFG Advisory
Georgia
$402K – – –
PCS
196
Personal CFO Solutions
New Jersey
$401K +$401K +4,135 New
AAS
197
Annex Advisory Services
Wisconsin
$400K – – –
CB
198
Commerce Bank
Missouri
$399K – – –
PCMC
199
Paragon Capital Management (Colorado)
Colorado
$389K -$10.2K -105 -3%
SFA
200
Sequoia Financial Advisors
Ohio
$362K – – –
6 7
8
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