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iShares Morningstar Growth ETF
ILCG

301 hedge funds and large institutions have $1.59B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

24% more capital invested

Capital invested by funds: $1.28B → $1.59B (+$311M)

11% more funds holding

Funds holding: 272 → 301 (+29)

0.27% more ownership

Funds ownership: 58.26% → 58.52% (+0.27%)

10% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 93

Holders
301
Holders Change
+29
Holders Change %
+10.66%
% 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
43
Increased
84
Reduced
93
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BDWCC
B&D White Capital Company
Texas
+$30.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.4M
3
GAG
Goodman Advisory Group
Massachusetts
+$16.1M
4
GAG
GM Advisory Group
New York
+$13.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$7.12M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$14.9M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$11.4M
3
CWM
Congress Wealth Management
Massachusetts
-$8.2M
4
LPL Financial
LPL Financial
California
-$6.71M
5
Bank of America
Bank of America
North Carolina
-$5.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Asset Management
176
Nomura Asset Management
Japan
$553K – – –
IA
177
IFP Advisors
Florida
$530K -$242K -2,781 -34%
AFW
178
Avantra Family Wealth
Pennsylvania
$523K – – –
NIWA
179
New Insight Wealth Advisors
California
$517K -$12.2K -140 -3%
AWM
180
Accel Wealth Management
Iowa
$504K -$10.8K -124 -2%
BFG
181
Bouchey Financial Group
New York
$490K – – –
CFG
182
Cornerstone Financial Group
Nebraska
$486K +$434 +5 +0.1%
FA
183
Flagstar Advisors
New York
$478K +$434 +5 +0.1%
SWM
184
SK Wealth Management
Rhode Island
$473K +$521 +6 +0.1%
CWG
185
Cornerstone Wealth Group
North Carolina
$471K – – –
AP
186
Aspect Partners
Virginia
$461K – – –
Goldman Sachs
187
Goldman Sachs
New York
$458K -$187K -2,152 -31%
WANY
188
Wealthspire Advisors (New York)
New York
$448K +$164K +1,886 +69%
MA
189
Mutual Advisors
Nebraska
$445K +$2.6K +30 +0.7%
VFS
190
Valpey Financial Services
New Hampshire
$444K +$398K +4,583 New
SCM
191
SCS Capital Management
Massachusetts
$443K – – –
PAG
192
Paladin Advisory Group
Iowa
$435K – – –
OMC
193
Old Mission Capital
Illinois
$429K +$385K +4,428 New
LWM
194
LJI Wealth Management
Indiana
$422K +$521 +6 +0.1%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$418K +$87 +1 +0%
REMPR
196
Roof Eidam Maycock Peralta (REMP)
California
$412K – – –
SPWG
197
Syntegra Private Wealth Group
Missouri
$404K – – –
IA
198
IFG Advisory
Georgia
$402K – – –
PCS
199
Personal CFO Solutions
New Jersey
$401K +$359K +4,135 New
AAS
200
Annex Advisory Services
Wisconsin
$400K – – –
6 7
8
9 10

ILCG Hedge Fund Activity: Q2 2025 in Review

301 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2025, worth a combined $1.59B — up 24% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ILCG positions and 13 closed out — a net gain of 30 holders — while 84 added to existing stakes and 93 trimmed.

The largest buyer was B&D White Capital Company, opening a new position worth an estimated $30.3M. The largest seller was Equitable Holdings, cutting an estimated $14.9M.

  • 301 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2025, up from 272 in Q1 2025.
  • Funds reported $1.59B of iShares Morningstar Growth ETF stock for Q2 2025, up 24% quarter-over-quarter.
  • 43 funds opened new iShares Morningstar Growth ETF positions in Q2 2025 and 13 closed out, a net change of +30 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2025 was B&D White Capital Company, an estimated $30.3M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2025 was Equitable Holdings, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2025.