ILCG icon

iShares Morningstar Growth ETF

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 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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: 118 (-3)

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
176
Paragon Capital Management (Colorado)
Colorado
$333K
CB
177
Commerce Bank
Missouri
$333K
SFA
178
Sequoia Financial Advisors
Ohio
$303K
KA
179
Kovack Advisors
Florida
$295K
AFM
180
Armstrong Fleming & Moore
District of Columbia
$289K
GHAM
181
Gilman Hill Asset Management
Connecticut
$280K
EGA
182
Eagle Global Advisors
Texas
$274K
MCM
183
Mainstay Capital Management
Michigan
$274K
CA
184
CoreCap Advisors
Michigan
$266K
PIC
185
Platt Investment Counsel
Florida
$265K
Baird Financial Group
186
Baird Financial Group
Wisconsin
$259K
SFS
187
Sowell Financial Services
Arkansas
$256K
NCM
188
Noesis Capital Mangement
Florida
$254K
EAM
189
Evanson Asset Management
California
$251K
Thrivent Financial for Lutherans
190
Thrivent Financial for Lutherans
Minnesota
$251K
SXL
191
Summit X LLC
Missouri
$241K
KLI
192
Kelman-Lazarov Inc
Tennessee
$240K
WIA
193
World Investment Advisors
California
$239K
JWM
194
JGP Wealth Management
Oregon
$239K
FHC
195
First Heartland Consultants
Missouri
$238K
DWM
196
Destination Wealth Management
California
$237K
OC
197
Opinicus Capital
Florida
$236K
AC
198
AlphaCore Capital
California
$231K
SG
199
StoneX Group
New York
$227K
EWA
200
EP Wealth Advisors
California
$224K