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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
EH
1
Equitable Holdings
New York
$244M -$9.52M -94,799 -4%
Morgan Stanley
2
Morgan Stanley
New York
$143M -$7.87M -78,357 -5%
LPL Financial
3
LPL Financial
California
$135M -$5.02M -49,953 -4%
Wells Fargo
4
Wells Fargo
California
$70.6M +$3.45M +34,355 +5%
FWP
5
FAS Wealth Partners
Kansas
$62.6M +$127K +1,262 +0.2%
Bank of America
6
Bank of America
North Carolina
$53.6M +$4.15M +41,280 +9%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$51.6M +$38.5M +383,589 +346%
CT
8
Clearstead Trust
Maine
$50.8M -$645K -6,425 -1%
BDWCC
9
B&D White Capital Company
Texas
$50.7M +$13.8M +137,302 +39%
MCWS
10
McKinley Carter Wealth Services
West Virginia
$46.4M -$1.67M -16,628 -4%
AI
11
AdvisorShares Investments
Maryland
$41.9M +$40.4M +401,848 New
JP Morgan Chase
12
JP Morgan Chase
New York
$39.3M +$6.96M +69,279 +23%
UBS Group
13
UBS Group
Switzerland
$38.2M +$6.44M +64,105 +21%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$37.8M -$861K -8,577 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$37.2M +$5.29M +52,684 +17%
Ameriprise
16
Ameriprise
Minnesota
$34.7M -$1.49M -14,820 -4%
GAG
17
GM Advisory Group
New York
$29.8M +$3.97M +39,556 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$28.9M +$17.5M +174,515 +163%
Raymond James Financial
19
Raymond James Financial
Florida
$28.8M +$3.38M +33,679 +14%
MML Investors Services
20
MML Investors Services
Massachusetts
$28.8M -$295K -2,939 -1%
GAG
21
Goodman Advisory Group
Massachusetts
$19.3M +$42.2K +420 +0.2%
LWM
22
LongView Wealth Management
Georgia
$16.1M +$412K +4,098 +3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$15.8M -$1.61M -16,056 -10%
KJWM
24
Kiley Juergens Wealth Management
Washington
$15.3M -$109K -1,084 -0.7%
Mariner
25
Mariner
Kansas
$13M +$2.46M +24,448 +24%

ILCG Hedge Fund Activity: Q3 2025 in Review

325 of the 7,619 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.