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iShares Morningstar Growth ETF

325 hedge funds and large institutions have $1.82B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $1.59B → $1.82B (+$228M)

8% more funds holding

Funds holding: 301325 (+24)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.79% more ownership

Funds ownership: 58.52%59.31% (+0.79%)

4% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 100

Holders
325
Holders Change
+24
Holders Change %
+7.97%
% of All Funds
4.27%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
45
Increased
96
Reduced
100
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$642K +$201 +2 +0%
RTL
177
Red Tortoise LLC
Georgia
$634K
OWA
178
Outlook Wealth Advisors
Texas
$629K +$5.12K +51 +0.9%
MG
179
Mather Group
Illinois
$609K
MA
180
MKT Advisors
California
$608K +$201 +2 +0%
Nomura Asset Management
181
Nomura Asset Management
Japan
$595K
BOSSRA
182
B.O.S.S. Retirement Advisors
Utah
$585K -$23.7K -236 -4%
AFW
183
Avantra Family Wealth
Pennsylvania
$563K
CMP
184
Courage Miller Partners
Virginia
$543K -$53.1K -529 -9%
BCA
185
Bay Colony Advisors
Massachusetts
$536K +$516K +5,139 New
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$528K -$234K -2,328 -31%
BFG
187
Bouchey Financial Group
New York
$528K
CFG
188
Cornerstone Financial Group
Nebraska
$524K +$703 +7 +0.1%
FA
189
Flagstar Advisors
New York
$521K +$5.62K +56 +1%
PFA
190
Plotkin Financial Advisors
Maryland
$515K +$496K +4,940 New
SWM
191
SK Wealth Management
Rhode Island
$514K +$603 +6 +0.1%
CWG
192
Cornerstone Wealth Group
North Carolina
$507K
NIWA
193
New Insight Wealth Advisors
California
$502K -$52.8K -526 -10%
AI
194
Atria Investments
North Carolina
$500K +$164K +1,633 +52%
AP
195
Aspect Partners
Virginia
$496K
OAS
196
Optivise Advisory Services
Tennessee
$489K -$550K -5,478 -54%
WANY
197
Wealthspire Advisors (New York)
New York
$483K +$603 +6 +0.1%
SCM
198
SCS Capital Management
Massachusetts
$477K
VFS
199
Valpey Financial Services
New Hampshire
$477K -$1.21K -12 -0.3%
MA
200
Mutual Advisors
Nebraska
$476K +$7.63K +76 +2%

ILCG Hedge Fund Activity: Q3 2025 in Review

325 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2025, worth a combined $1.82B — up 14% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ILCG positions and 16 closed out — a net gain of 29 holders — while 96 added to existing stakes and 100 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $40.4M. The largest seller was Equitable Holdings, cutting an estimated $9.52M.

  • 325 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2025, up from 301 in Q2 2025.
  • Funds reported $1.82B of iShares Morningstar Growth ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 45 funds opened new iShares Morningstar Growth ETF positions in Q3 2025 and 16 closed out, a net change of +29 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q3 2025 was AdvisorShares Investments, an estimated $40.4M added.
  • The largest iShares Morningstar Growth ETF seller in Q3 2025 was Equitable Holdings, an estimated $9.52M sold.

Based on aggregated 13F filings for Q3 2025.