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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
GVCM
276
Global View Capital Management
Wisconsin
VAG
277
VisionPoint Advisory Group
Texas
FEM
278
Fulcrum Equity Management
Texas
GS
279
GTS Securities
New York
SB
280
Strategic Blueprint
Georgia
IAA
281
Independent Advisor Alliance
North Carolina
HOWA
282
Heritage Oak Wealth Advisors
Florida
HKIMG
283
Hutchens & Kramer Investment Management Group
Indiana
OMC
284
Old Mission Capital
Illinois
FTUS
285
Flow Traders U.S.
New York
FIC
286
Family Investment Center
Missouri
IAIM
287
International Assets Investment Management
Florida
GM
288
GeoWealth Management
Illinois
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
PAS
290
Park Avenue Securities
New York
EAM
291
Everstar Asset Management
North Carolina
Cerity Partners
292
Cerity Partners
New York
BFS
293
BridgePort Financial Solutions
Iowa
TC
294
TownSquare Capital
Utah
ECA
295
Elevation Capital Advisory
Oregon
SWAG
296
Spectrum Wealth Advisory Group
California
PCH
297
PGIM Custom Harvest
New Jersey
MC
298
McCarthy & Cox
Ohio
AWM
299
Avior Wealth Management
Nebraska
CFGS
300
Concourse Financial Group Securities
Alabama