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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
PAG
201
Paladin Advisory Group
Iowa
$468K
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$466K +$15.3K +152 +4%
LWM
203
LJI Wealth Management
Indiana
$455K
AWM
204
Accel Wealth Management
Iowa
$454K -$84.9K -845 -16%
REMPR
205
Roof Eidam Maycock Peralta (REMP)
California
$443K
SPWG
206
Syntegra Private Wealth Group
Missouri
$435K
IA
207
IFG Advisory
Georgia
$433K
AAS
208
Annex Advisory Services
Wisconsin
$430K
CB
209
Commerce Bank
Missouri
$429K
SB
210
Strategic Blueprint
Georgia
$413K +$398K +3,962 New
Goldman Sachs
211
Goldman Sachs
New York
$407K -$83.4K -830 -18%
PCMC
212
Paragon Capital Management (Colorado)
Colorado
$400K -$17.8K -177 -4%
SFA
213
Sequoia Financial Advisors
Ohio
$390K
AL
214
Aspiriant LLC
California
$386K +$372K +3,700 New
WIA
215
World Investment Advisors
California
$374K +$63.2K +629 +21%
KA
216
Kovack Advisors
Florida
$371K +$502 +5 +0.1%
CCM
217
Chilton Capital Management
Texas
$366K +$353K +3,512 New
GHAM
218
Gilman Hill Asset Management
Connecticut
$361K
TAFW
219
Tred Avon Family Wealth
Maryland
$361K +$347K +3,460 New
EGA
220
Eagle Global Advisors
Texas
$348K -$5.02K -50 -1%
EAM
221
Evanson Asset Management
California
$323K
Brown Advisory
222
Brown Advisory
Maryland
$319K
JAA
223
Joel Adams & Associates
North Carolina
$315K +$303K +3,021 New
PIC
224
Platt Investment Counsel
Florida
$313K
KLI
225
Kelman-Lazarov Inc
Tennessee
$309K +$100 +1 +0%

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.