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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

295 hedge funds and large institutions have $1.58B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+26
Holders Change %
+9.67%
% 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
40
Increased
84
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDWCC
B&D White Capital Company
Texas
$33.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.5M
3
GAG
Goodman Advisory Group
Massachusetts
$17.9M
4
GAG
GM Advisory Group
New York
$23.9M
5
Two Sigma Investments
Two Sigma Investments
New York
$8.68M

Top Sellers

1
EH
Equitable Holdings
New York
$236M
2
Corient Private Wealth
Corient Private Wealth
Florida
$11.5M
3
CWM
Congress Wealth Management
Massachusetts
$0
4
LPL Financial
LPL Financial
California
$130M
5
Bank of America
Bank of America
North Carolina
$45.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
201
Kovack Advisors
Florida
$344K -$9.69K -100 -3%
JWM
202
JGP Wealth Management
Oregon
$339K +$53.1K +548 +19%
GHAM
203
Gilman Hill Asset Management
Connecticut
$335K – – –
EGA
204
Eagle Global Advisors
Texas
$328K – – –
EWA
205
EP Wealth Advisors
California
$316K +$47.8K +493 +18%
CA
206
CoreCap Advisors
Michigan
$310K -$8.14K -84 -3%
AI
207
Atria Investments
North Carolina
$306K +$306K +3,162 New
Baird Financial Group
208
Baird Financial Group
Wisconsin
$305K -$4.85K -50 -2%
EAM
209
Evanson Asset Management
California
$300K – – –
SG
210
StoneX Group
New York
$297K +$25.5K +263 +9%
Brown Advisory
211
Brown Advisory
Maryland
$296K +$296K +3,058 New
PIC
212
Platt Investment Counsel
Florida
$291K -$26.7K -276 -8%
SXL
213
Summit X LLC
Missouri
$289K – – –
KLI
214
Kelman-Lazarov Inc
Tennessee
$287K – – –
WIA
215
World Investment Advisors
California
$286K – – –
FHC
216
First Heartland Consultants
Missouri
$285K +$291 +3 +0.1%
EFA
217
Edge Financial Advisors
Illinois
$284K +$284K +2,968 New
US Bancorp
218
US Bancorp
Minnesota
$284K +$185K +1,910 +188%
OC
219
Opinicus Capital
Florida
$281K -$1.84K -19 -0.7%
AC
220
AlphaCore Capital
California
$276K – – –
GS
221
GTS Securities
New York
$267K +$267K +2,751 New
KWM
222
Kaydan Wealth Management
Michigan
$266K -$97 -1 -0%
SWA
223
SOA Wealth Advisors
New York
$263K – – –
FA
224
Fiduciary Alliance
South Carolina
$261K – – –
GLA
225
Good Life Advisors
Pennsylvania
$253K -$678 -7 -0.3%
7 8
9
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