ILCG icon

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 %
EH
1
Equitable Holdings
New York
$211M -$12.2M -150,056 -5%
Morgan Stanley
2
Morgan Stanley
New York
$118M +$978K +12,081 +0.8%
LPL Financial
3
LPL Financial
California
$115M +$234K +2,888 +0.2%
Wells Fargo
4
Wells Fargo
California
$53.1M -$1.78M -22,039 -3%
FWP
5
FAS Wealth Partners
Kansas
$47.4M -$578K -7,140 -1%
Bank of America
6
Bank of America
North Carolina
$43.9M -$1.33M -16,449 -3%
CT
7
Clearstead Trust
Maine
$41M +$1.91M +23,566 +5%
MCWS
8
McKinley Carter Wealth Services
West Virginia
$37.2M +$37.2M +459,243 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$34.5M +$473K +5,835 +1%
AAS
10
Avantax Advisory Services
Texas
$30.3M -$259K -3,198 -0.8%
Ameriprise
11
Ameriprise
Minnesota
$27.8M -$1.13M -13,971 -4%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$26.1M +$816K +10,080 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$25M +$198K +2,444 +0.8%
UBS Group
14
UBS Group
Switzerland
$24.5M -$879K -10,854 -3%
MML Investors Services
15
MML Investors Services
Massachusetts
$22.3M -$91.9K -1,135 -0.4%
Corient Private Wealth
16
Corient Private Wealth
Florida
$20.3M +$10.6M +130,622 +109%
PCIA
17
Prime Capital Investment Advisors
Kansas
$13M +$4.31M +53,249 +50%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$12.1M -$121K -1,500 -1%
KJWM
19
Kiley Juergens Wealth Management
Washington
$12M +$35.9K +443 +0.3%
LWM
20
LongView Wealth Management
Georgia
$11.9M +$373K +4,603 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$10M -$1.35M -16,665 -12%
CWM
22
Cornerstone Wealth Management
Missouri
$9.74M -$29.6K -366 -0.3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.46M -$10.9M -134,176 -56%
CWM
24
Congress Wealth Management
Massachusetts
$8.2M +$8.2M +101,111 New
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$7.94M +$79.5K +981 +1%
1
2 3 4 5