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iShares Morningstar Growth ETF
ILCG

326 hedge funds and large institutions have $1.46B invested in iShares Morningstar Growth ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 97

1.09% less ownership

Funds ownership: 59.35% → 58.26% (-1.1%)

5% less funds holding

Funds holding: 342 → 326 (-16)

16% less capital invested

Capital invested by funds: $1.74B → $1.46B (-$274M)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

54% less funds holding in top 10

Funds holding in top 10: 13 → 6 (-7)

Holders
326
Holders Change
-16
Holders Change %
-4.68%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.07%
New
18
Increased
111
Reduced
97
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
+$20.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.4M
3
Raymond James Financial
Raymond James Financial
Florida
+$13.5M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.87M
5
CT
Clearstead Trust
Maine
+$6.3M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$136M
2
UBS Group
UBS Group
Switzerland
-$14.1M
3
BDWCC
B&D White Capital Company
Texas
-$13.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$12.5M
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$9.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
176
MKT Advisors
California
$567K +$102 +1 +0%
MG
177
Mather Group
Illinois
$557K – – –
CFG
178
Cornerstone Financial Group
Nebraska
$557K +$508 +5 +0.1%
PFA
179
Plotkin Financial Advisors
Maryland
$546K – – –
Nomura Asset Management
180
Nomura Asset Management
Japan
$545K – – –
AIC
181
Archer Investment Corporation
Indiana
$542K +$561K +5,519 +3,449%
MFPI
182
Midwest Financial Partners Investments
Minnesota
$526K – – –
SEIA
183
Signature Estate & Investment Advisors
California
$524K -$6.2K -61 -1%
CWG
184
Cornerstone Wealth Group
North Carolina
$523K – – –
IA
185
Invested Advisors
Pennsylvania
$516K -$18K -177 -3%
AFW
186
Avantra Family Wealth
Pennsylvania
$516K – – –
BFG
187
Bouchey Financial Group
New York
$512K – – –
MA
188
Mutual Advisors
Nebraska
$509K +$80.2K +790 +17%
CMP
189
Courage Miller Partners
Virginia
$495K – – –
MW
190
Merited Wealth
Florida
$490K +$521K +5,129 New
SWM
191
SK Wealth Management
Rhode Island
$473K +$508 +5 +0.1%
MIA
192
Milestone Investment Advisors
Wisconsin
$461K -$45.7K -450 -9%
AP
193
Aspect Partners
Virginia
$454K – – –
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$452K +$35.9K +353 +8%
WANY
195
Wealthspire Advisors (New York)
New York
$442K -$1.42K -14 -0.3%
FA
196
Flagstar Advisors
New York
$440K -$37K -364 -7%
SCM
197
SCS Capital Management
Massachusetts
$437K – – –
VFS
198
Valpey Financial Services
New Hampshire
$436K +$305 +3 +0.1%
BCA
199
Bay Colony Advisors
Massachusetts
$431K -$63.4K -624 -12%
PAG
200
Paladin Advisory Group
Iowa
$429K – – –
6 7
8
9 10

ILCG Hedge Fund Activity: Q1 2026 in Review

326 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2026, worth a combined $1.46B — down 16% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of ILCG and 18 opened new positions — a net loss of 6 holders — while 97 trimmed existing stakes and 111 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $20.3M. The largest seller was Equitable Holdings, cutting an estimated $136M.

  • 326 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2026, down from 342 in Q4 2025.
  • Funds reported $1.46B of iShares Morningstar Growth ETF stock for Q1 2026, down 16% quarter-over-quarter.
  • 18 funds opened new iShares Morningstar Growth ETF positions in Q1 2026 and 24 closed out, a net change of -6 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2026 was Phoenix Financial, an estimated $20.3M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2026 was Equitable Holdings, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2026.