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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
HHGA
251
Halbert Hargrove Global Advisors
California
$196K
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$179K
CA
253
Crewe Advisors
Utah
$169K
AF
254
Allworth Financial
California
$159K
CAM
255
Costello Asset Management
Pennsylvania
$132K
CMA
256
Cedar Mountain Advisors
Oregon
$128K
TFGT
257
TS Financial Group (TSFG)
Illinois
$126K
HBW
258
Hazlett, Burt & Watson
West Virginia
$117K
ETC
259
Exchange Traded Concepts
Oklahoma
$104K
CCMI
260
Creative Capital Management Investments
California
$97.6K
MWM
261
MGB Wealth Management
Texas
$96.9K
UB
262
UMB Bank
Missouri
$87K
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$85.3K
WTA
264
Washington Trust Advisors
Massachusetts
$72.7K
S
265
SignatureFD
Georgia
$65.9K
RIA
266
Realta Investment Advisors
Delaware
$56.2K
BIG
267
Brooklyn Investment Group
New York
$54.7K
SL
268
Salomon & Ludwin
Virginia
$53.7K
NS
269
NBC Securities
Alabama
$53K
LFG
270
Larson Financial Group
Missouri
$48.5K
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
$47.8K
CVM
272
Cheviot Value Management
California
$46.2K
AWM
273
Atticus Wealth Management
Florida
$42.9K
GJIA
274
Glass Jacobson Investment Advisors
Maryland
$42.3K
HFS
275
Hantz Financial Services
Michigan
$40K