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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 %
PCMC
176
Paragon Capital Management (Colorado)
Colorado
$333K -$20.9K -258 -6%
CB
177
Commerce Bank
Missouri
$333K – – –
SFA
178
Sequoia Financial Advisors
Ohio
$303K -$1.94K -24 -0.6%
KA
179
Kovack Advisors
Florida
$295K -$114K -1,411 -28%
AFM
180
Armstrong Fleming & Moore
District of Columbia
$289K +$289K +3,567 New
GHAM
181
Gilman Hill Asset Management
Connecticut
$280K – – –
EGA
182
Eagle Global Advisors
Texas
$274K -$2.03K -25 -0.7%
MCM
183
Mainstay Capital Management
Michigan
$274K – – –
CA
184
CoreCap Advisors
Michigan
$266K -$5.77M -71,248 -96%
PIC
185
Platt Investment Counsel
Florida
$265K -$29.5K -364 -10%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$259K -$4.05K -50 -2%
SFS
187
Sowell Financial Services
Arkansas
$256K +$256K +3,158 New
NCM
188
Noesis Capital Mangement
Florida
$254K -$125K -1,540 -33%
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 +$6.48K +80 +3%
KLI
192
Kelman-Lazarov Inc
Tennessee
$240K +$81 +1 +0%
WIA
193
World Investment Advisors
California
$239K -$374K -4,619 -61%
JWM
194
JGP Wealth Management
Oregon
$239K +$35.8K +442 +18%
FHC
195
First Heartland Consultants
Missouri
$238K +$324 +4 +0.1%
DWM
196
Destination Wealth Management
California
$237K – – –
OC
197
Opinicus Capital
Florida
$236K -$27.9K -344 -11%
AC
198
AlphaCore Capital
California
$231K +$231K +2,850 New
SG
199
StoneX Group
New York
$227K -$405 -5 -0.2%
EWA
200
EP Wealth Advisors
California
$224K – – –
6 7
8
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