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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
NB
251
NBT Bank
New York
$23.2K
BIG
252
Brooklyn Investment Group
New York
$22.4K
JFA
253
JNBA Financial Advisors
Minnesota
$20.7K
NWM
254
Nova Wealth Management
Florida
$14.2K
AIC
255
Archer Investment Corporation
Indiana
$13K
DF
256
Dunhill Financial
United Kingdom
$10.5K
ADL
257
Asset Dedication LLC
California
$9.07K
PMFA
258
Plante Moran Financial Advisors
Michigan
$8.67K
SMA
259
Sage Mountain Advisors
Georgia
$8.1K
Russell Investments Group
260
Russell Investments Group
United Kingdom
$7.37K
CAL
261
Capital Analysts LLC
Pennsylvania
$7K
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$5.99K
WAM
263
WFA Asset Management
Wisconsin
$3.94K
TLA
264
Tanglewood Legacy Advisors
Texas
$3.56K
HIW
265
Holos Integrated Wealth
Pennsylvania
$2.9K
FFA
266
Farther Finance Advisors
California
$2.13K
AA
267
Addison Advisors
Vermont
$1.3K
SAM
268
Smartleaf Asset Management
Massachusetts
$405
HNB
269
Huntington National Bank
Ohio
$81
KA
270
Kozak & Associates
Colorado
$57
LAS
271
Legacy Advisory Services
Pennsylvania
AI
272
Atria Investments
North Carolina
FIM
273
Freedom Investment Management
Connecticut
WA
274
Win Advisors
Florida
Jane Street
275
Jane Street
New York