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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

ILCG

ILCG Quarterly Institutional 13F Update

Ishares Morningstar Growth E

-$328.6M

Net Activity

Institutions Holding

325

Popularity Rank

#1833

Avg Weight

0.24%

Total Value

$1.4B

Ownership Trend

325 institutions currently hold ILCG, with 128 net buyers and 121 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

121

Net Buying Institutions

128

Key Holders

Key Holders

Top 5 by Value

LPL Financial LLC

Equitable Holdings, Inc.

Wells Fargo & Company/mn

Envestnet Asset Management INC

Top 5 by Conviction

Clearstead Trust, LLC

B&D White Capital Company, LLC

LongView Wealth Management

Ipsen Advisor Group LLC

Kiley Juergens Wealth Management, LLC

View all 325 holding institutions

Quarterly Activity

Recent Activity

+$559.3M

Total Buy Value

$1.2B

Total Sell Value

New buy18

Trim96

Add110

Sold out25

128

Net Buyers

121

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES MORNINGSTAR GROWTH E (ILCG)?

Major stakeholders currently include LPL Financial LLC ($123.4M), Morgan Stanley ($104.1M), Equitable Holdings, Inc. ($103.2M). Based on the latest 13F filings, there are a total of 325 tracked investment funds and institutions maintaining positions in ILCG.

What is the overall institutional sentiment toward ILCG recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $328.6M, driven by 128 managers accumulating shares while 121 reduced their exposure.

Which institutions have been selling or reducing their ILCG positions?

In the latest period, 96 funds trimmed their holdings, and 25 managers completely exited their positions. The aggregate reported sell value was $1.2B.

Are there any notable investors adding ILCG to their portfolios?

Yes, buying activity remains notable. 18 institutions opened new positions in {ticker}, and 110 existing holders added to their shares. The total reported buy value for the quarter amounted to $559.3M.

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