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iShares Morningstar Growth ETF
ILCG

272 hedge funds and large institutions have $1.28B 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, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% more ownership

Funds ownership: 58.02% → 58.26% (+0.24%)

4% less funds holding

Funds holding: 284 → 272 (-12)

9% less capital invested

Capital invested by funds: $1.41B → $1.28B (-$133M)

17% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 93

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

Holders
272
Holders Change
-12
Holders Change %
-4.23%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
77
Reduced
93
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCWS
McKinley Carter Wealth Services
West Virginia
+$40.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$11.6M
3
CWM
Congress Wealth Management
Massachusetts
+$8.96M
4
GAG
GM Advisory Group
New York
+$6.13M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$4.72M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$13.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$8.85M
4
LAS
Legacy Advisory Services
Pennsylvania
-$7.28M
5
CA
CoreCap Advisors
Michigan
-$6.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
201
AlphaCore Capital
California
$231K +$253K +2,850 New
SG
202
StoneX Group
New York
$227K -$443 -5 -0.2%
EWA
203
EP Wealth Advisors
California
$224K – – –
KWM
204
Kaydan Wealth Management
Michigan
$223K – – –
Financial Engines Advisors
205
Financial Engines Advisors
California
$222K +$243K +2,742 New
WANY
206
Wealthspire Advisors (New York)
New York
$222K +$243K +2,740 New
SWA
207
SOA Wealth Advisors
New York
$219K – – –
FA
208
Fiduciary Alliance
South Carolina
$218K – – –
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$218K -$3.12M -35,154 -93%
GLA
210
Good Life Advisors
Pennsylvania
$212K +$19.2K +217 +9%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$212K -$1.24K -14 -0.5%
CA
212
Cornerstone Advisory
Maryland
$211K +$266 +3 +0.1%
LWANC
213
Laurel Wealth Advisors (North Carolina)
North Carolina
$211K – – –
NFG
214
Nations Financial Group
Iowa
$208K +$177 +2 +0.1%
BSCCG
215
Blue Sky Capital Consultants Group
California
$206K – – –
MG
216
McHugh Group
Ohio
$205K – – –
SF
217
Synovus Financial
Georgia
$205K – – –
SWA
218
Stratos Wealth Advisors
Ohio
$203K +$266 +3 +0.1%
FIB
219
First Interstate Bank
Montana
$202K – – –
MC
220
Mathes Company
New York
$202K – – –
EB
221
Eastern Bank
Massachusetts
$202K – – –
HIA
222
Harbor Investment Advisory
Maryland
$186K +$4.43K +50 +2%
AWM
223
AE Wealth Management
Kansas
$166K -$1.27M -14,336 -88%
HHGA
224
Halbert Hargrove Global Advisors
California
$164K +$140K +1,581 +359%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$150K -$11.1K -125 -6%
7 8
9
10 11

ILCG Hedge Fund Activity: Q1 2025 in Review

272 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2025, worth a combined $1.28B — down 9.4% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ILCG and 30 opened new positions — a net loss of 8 holders — while 93 trimmed existing stakes and 77 added.

The largest buyer was McKinley Carter Wealth Services, opening a new position worth an estimated $40.7M. The largest seller was Equitable Holdings, cutting an estimated $13.3M.

  • 272 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2025, down from 284 in Q4 2024.
  • Funds reported $1.28B of iShares Morningstar Growth ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 30 funds opened new iShares Morningstar Growth ETF positions in Q1 2025 and 38 closed out, a net change of -8 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q1 2025 was McKinley Carter Wealth Services, an estimated $40.7M added.
  • The largest iShares Morningstar Growth ETF seller in Q1 2025 was Equitable Holdings, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2025.