Who Owns ILCG?
iShares Morningstar Growth ETF — Institutional Ownership & 13F Holdings
$110.38
+0.23 (+0.21%)
Market Cap
$2.9B
Shares Outstanding
23,492,664
Institutional Holders
266
Total Inst. Value
$995.0M
% of Float Held
—
QoQ Holder Change
+100
Institutional data as of Q1 2025
New Positions
69
Closed Positions
32
Increased
67
Decreased
75
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Equitable Holdings, Inc. | $210.9M | 2,603,789 |
| 2 | MORGAN STANLEY | $117.6M | 1,451,649 |
| 3 | WELLS FARGO & COMPANY/MN | $53.1M | 655,694 |
| 4 | FAS Wealth Partners, Inc. | $47.4M | 585,327 |
| 5 | BANK OF AMERICA CORP /DE/ | $43.9M | 541,509 |
| 6 | Clearstead Trust, LLC | $41.0M | 506,592 |
| 7 | McKinley Carter Wealth Services, Inc.New | $37.2M | 459,243 |
| 8 | AMERIPRISE FINANCIAL INC | $27.8M | 343,264 |
| 9 | JPMORGAN CHASE & CO | $26.1M | 321,677 |
| 10 | RAYMOND JAMES FINANCIAL INC | $25.0M | 308,228 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +12K | $117.6M |
| Clearstead Trust, LLC | +24K | $41.0M |
| McKinley Carter Wealth Services, Inc.New | +459K | $37.2M |
| JPMORGAN CHASE & CO | +10K | $26.1M |
| RAYMOND JAMES FINANCIAL INC | +2K | $25.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -785K | $4.4M |
| Equitable Holdings, Inc. | -150K | $210.9M |
| ENVESTNET ASSET MANAGEMENT INC | -134K | $8K |
| Cetera Investment Advisers | -100K | $5.2M |
| CoreCap Advisors, LLC | -71K | $266K |
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Frequently Asked Questions
How many institutional investors hold ILCG?
As of Q1 2025, 266 institutional investors report holding ILCG (iShares Morningstar Growth ETF) in their 13F filings.
Which hedge fund owns the most ILCG?
The largest institutional holder of ILCG is Equitable Holdings, Inc. with $210.9M in shares.
Are institutions buying or selling ILCG?
This quarter, 69 institutions opened new positions in ILCG and 32 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.