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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 %
KWM
201
Kaydan Wealth Management
Michigan
$223K – – –
Financial Engines Advisors
202
Financial Engines Advisors
California
$222K +$222K +2,742 New
WANY
203
Wealthspire Advisors (New York)
New York
$222K +$222K +2,740 New
SWA
204
SOA Wealth Advisors
New York
$219K – – –
FA
205
Fiduciary Alliance
South Carolina
$218K – – –
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$218K -$2.85M -35,154 -93%
GLA
207
Good Life Advisors
Pennsylvania
$212K +$17.6K +217 +9%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$212K -$1.13K -14 -0.5%
CA
209
Cornerstone Advisory
Maryland
$211K +$253 +3 +0.1%
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$211K – – –
NFG
211
Nations Financial Group
Iowa
$208K +$162 +2 +0.1%
BSCCG
212
Blue Sky Capital Consultants Group
California
$206K – – –
MG
213
McHugh Group
Ohio
$205K – – –
SF
214
Synovus Financial
Georgia
$205K – – –
SWA
215
Stratos Wealth Advisors
Ohio
$203K +$243 +3 +0.1%
FIB
216
First Interstate Bank
Montana
$202K – – –
MC
217
Mathes Company
New York
$202K – – –
EB
218
Eastern Bank
Massachusetts
$202K – – –
HIA
219
Harbor Investment Advisory
Maryland
$186K +$4.05K +50 +2%
AWM
220
AE Wealth Management
Kansas
$166K -$1.16M -14,336 -88%
HHGA
221
Halbert Hargrove Global Advisors
California
$164K +$128K +1,581 +359%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$150K -$10.1K -125 -6%
CA
223
Crewe Advisors
Utah
$141K – – –
AF
224
Allworth Financial
California
$133K -$8.84K -109 -6%
SOS
225
Silver Oak Securities
Tennessee
$129K -$1.01M -12,509 -89%
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