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iShares Morningstar Growth ETF

342 hedge funds and large institutions have $1.73B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

5% more funds holding

Funds holding: 325342 (+17)

0.41% less ownership

Funds ownership: 59.31%58.91% (-0.41%)

5% less capital invested

Capital invested by funds: $1.82B → $1.73B (-$83.6M)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
342
Holders Change
+17
Holders Change %
+5.23%
% of All Funds
0%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0%
New
43
Increased
102
Reduced
108
Closed
21
Calls
Puts
Net Calls
Net Calls Change

ILCG Hedge Fund Activity: Q4 2025 in Review

342 institutional investors reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2025, worth a combined $1.73B — down 4.6% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ILCG positions and 21 closed out — a net gain of 22 holders — while 102 added to existing stakes and 108 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $10.3M. The largest seller was AdvisorShares Investments, exiting entirely with an estimated $41.9M sold.

  • 342 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2025, up from 325 in Q3 2025.
  • Funds reported $1.73B of iShares Morningstar Growth ETF stock for Q4 2025, down 4.6% quarter-over-quarter.
  • 43 funds opened new iShares Morningstar Growth ETF positions in Q4 2025 and 21 closed out, a net change of +22 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $10.3M added.
  • The largest iShares Morningstar Growth ETF seller in Q4 2025 was AdvisorShares Investments, an estimated $41.9M sold.

Based on aggregated 13F filings for Q4 2025.