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iShares Morningstar Growth ETF

269 hedge funds and large institutions have $1.27B invested in iShares Morningstar Growth ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
226
Synergy Investment Management
Florida
$127K
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$123K
AT
228
Avalon Trust
New Mexico
$117K
CAM
229
Costello Asset Management
Pennsylvania
$110K
CMA
230
Cedar Mountain Advisors
Oregon
$107K
TFGT
231
TS Financial Group (TSFG)
Illinois
$105K
HBW
232
Hazlett, Burt & Watson
West Virginia
$97K
US Bancorp
233
US Bancorp
Minnesota
$82.4K
CCMI
234
Creative Capital Management Investments
California
$81.6K
MWM
235
MGB Wealth Management
Texas
$81K
UB
236
UMB Bank
Missouri
$72.7K
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
$65.4K
WTA
238
Washington Trust Advisors
Massachusetts
$60.7K
SSB
239
Sandy Spring Bank
Maryland
$59.7K
TRCT
240
Tower Research Capital (TRC)
New York
$50.9K
AG
241
AmeriFlex Group
Nevada
$49.4K
SL
242
Salomon & Ludwin
Virginia
$47.5K
RIA
243
Realta Investment Advisors
Delaware
$47K
NS
244
NBC Securities
Alabama
$44K
LFG
245
Larson Financial Group
Missouri
$40.5K
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$39.9K
GJIA
247
Glass Jacobson Investment Advisors
Maryland
$39K
CVM
248
Cheviot Value Management
California
$38.9K
AWM
249
Atticus Wealth Management
Florida
$35.8K
RF
250
Rossby Financial
Florida
$30.6K