ISHARES MORNINGSTAR GROWTH E (ILCG) Institutional Ownership Changes & 13F Activity

ISHARES MORNINGSTAR GROWTH E (ILCG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Equitable Holdings, Inc., Ameriprise Financial Inc, Osaic Holdings, Inc., Bank Of America Corp, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-1,605-13.5%10,252$1.20MQ2 2026Sep 09, 2026
Cornerstone Financial Management LlcSell-15-60.0%10$1.17KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-31,236-24.5%96,437$11.29MQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcSell-896-6.0%13,952$1.63MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-438-2.7%15,506$1.81MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+179+3.2%5,858$685.50KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-987,471-99.6%4,421$517.32KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+674,386674,386$78.92MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+42,167+16.9%292,205$34.20MQ2 2026Aug 14, 2026
Bank Of America CorpSell-36,012-8.0%415,107$48.58MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+32,471+4.7%724,901$84.83MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-23,610-84.9%4,198$491.25KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+18,508+5.2%372,366$43.57MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+16,44716,447$1.92MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+14,56014,560$1.70MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+13,671+14.2%110,087$12.88MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+13,16213,162$1.54MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+10,26910,269$1.20MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+8,6428,642$1.01MQ2 2026Aug 14, 2026
Kera Capital Partners, Inc.Buy+5,8825,882$688.31KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+5,486+18.2%35,559$4.16MQ2 2026Aug 14, 2026
Gts Securities LlcSell-5,149-61.7%3,192$373.53KQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+3,777+170.4%5,994$711.10KQ2 2026Aug 14, 2026
&PartnersBuy+3,776+5.9%68,243$8.02MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+2,2482,248$263.06KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-1,964-7.2%25,326$2.96MQ2 2026Aug 14, 2026
Kane Investment Management, Inc.Sell-1,107-6.6%15,696$1.84MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,077+4.3%26,369$2.96MQ2 2026Aug 14, 2026
Merited Wealth, LlcBuy+635+12.4%5,764$674.50KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-399-0.7%57,532$6.73MQ2 2026Aug 14, 2026
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Frequently asked questions about ILCG activity

  • Which institutional owners are buying ILCG?

    Institutional owners buying ILCG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ILCG activity?

    "Buy" means an investor increased their reported position in ILCG compared to the prior reporting period. This reflects growing exposure to ISHARES MORNINGSTAR GROWTH E (ILCG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ILCG increasing?

    Institutional interest in ILCG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.