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iShares Morningstar Growth ETF

297 hedge funds and large institutions have $1.59B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.28% more ownership

Funds ownership: 58%59.28% (+1.3%)

9% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 92

Holders
297
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$33.8M
2 +$19.4M
3 +$17.9M
4
GAG
GM Advisory Group
New York
+$15.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$7.95M

Top Sellers

1 -$16.6M
2 -$12.7M
3 -$8.2M
4
LPL Financial
LPL Financial
California
-$7.49M
5
Bank of America
Bank of America
North Carolina
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
226
Fiduciary Alliance
South Carolina
$261K
GLA
227
Good Life Advisors
Pennsylvania
$253K
NFG
228
Nations Financial Group
Iowa
$249K
BSCCG
229
Blue Sky Capital Consultants Group
California
$247K
MG
230
McHugh Group
Ohio
$245K
SWA
231
Stratos Wealth Advisors
Ohio
$244K
CA
232
Cornerstone Advisory
Maryland
$244K
FIB
233
First Interstate Bank
Montana
$242K
MC
234
Mathes Company
New York
$242K
EB
235
Eastern Bank
Massachusetts
$241K
Cerity Partners
236
Cerity Partners
New York
$239K
BFS
237
BridgePort Financial Solutions
Iowa
$239K
DWM
238
Destination Wealth Management
California
$233K
NP
239
Nilsine Partners
Colorado
$233K
FIC
240
Family Investment Center
Missouri
$232K
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$228K
FEM
242
Fulcrum Equity Management
Texas
$227K
HIA
243
Harbor Investment Advisory
Maryland
$225K
SWAG
244
Spectrum Wealth Advisory Group
California
$221K
OC
245
Oppenheimer & Co
New York
$220K
MC
246
McCarthy & Cox
Ohio
$218K
PCH
247
PGIM Custom Harvest
New Jersey
$218K
SF
248
Synovus Financial
Georgia
$214K
SFS
249
Sowell Financial Services
Arkansas
$214K
DAS
250
Diversify Advisory Services
Utah
$210K