iShares Morningstar Growth ETF
ILCG
301 hedge funds and large institutions have $1.59B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 86 increasing their positions, 92 reducing their positions, and 13 closing their positions.
223% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 13
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
24% more capital invested
Capital invested by funds: $1.28B → $1.59B (+$311M)
10% more funds holding
Funds holding: 273 → 301 (+28)
0.26% more ownership
Funds ownership: 58.27% → 58.52% (+0.26%)
7% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
+$30.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.4M |
| 3 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$16.1M |
| 4 |
GAG
GM Advisory Group
Melville,
New York
|
+$13.8M |
| 5 |
Two Sigma Investments
New York
|
+$7.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$14.9M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$11.4M |
| 3 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$8.2M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.71M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.96M |
ILCG Hedge Fund Activity: Q2 2025 in Review
301 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2025, worth a combined $1.59B — up 24% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new ILCG positions and 13 closed out — a net gain of 29 holders — while 86 added to existing stakes and 92 trimmed.
The largest buyer was B&D White Capital Company, opening a new position worth an estimated $30.3M. The largest seller was Equitable Holdings, cutting an estimated $14.9M.
- 301 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2025, up from 273 in Q1 2025.
- Funds reported $1.59B of iShares Morningstar Growth ETF stock for Q2 2025, up 24% quarter-over-quarter.
- 42 funds opened new iShares Morningstar Growth ETF positions in Q2 2025 and 13 closed out, a net change of +29 holders.
- The largest iShares Morningstar Growth ETF buyer in Q2 2025 was B&D White Capital Company, an estimated $30.3M added.
- The largest iShares Morningstar Growth ETF seller in Q2 2025 was Equitable Holdings, an estimated $14.9M sold.
Based on aggregated 13F filings for Q2 2025.