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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
RF
276
Rossby Financial
Florida
$36K
T
277
Transce3nd
Texas
$32.1K
NB
278
NBT Bank
New York
$27.7K
JFA
279
JNBA Financial Advisors
Minnesota
$24.8K
ADL
280
Asset Dedication LLC
California
$19.4K
NWM
281
Nova Wealth Management
Florida
$17K
AIC
282
Archer Investment Corporation
Indiana
$15.5K
DF
283
Dunhill Financial
United Kingdom
$12.6K
PMFA
284
Plante Moran Financial Advisors
Michigan
$10.4K
SMA
285
Sage Mountain Advisors
Georgia
$9.69K
CA
286
Clearstead Advisors
Ohio
$8.24K
CAL
287
Capital Analysts LLC
Pennsylvania
$8K
Russell Investments Group
288
Russell Investments Group
United Kingdom
$6.01K
PA
289
Pineridge Advisors
Missouri
$5.72K
TLA
290
Tanglewood Legacy Advisors
Texas
$4.26K
WAM
291
WFA Asset Management
Wisconsin
$4.25K
HIW
292
Holos Integrated Wealth
Pennsylvania
$3.61K
AP
293
Atwood & Palmer
Missouri
$2.85K
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$2.71K
AA
295
Addison Advisors
Vermont
$1.55K
SAM
296
Smartleaf Asset Management
Massachusetts
$288
HNB
297
Huntington National Bank
Ohio
$97
KA
298
Kozak & Associates
Colorado
$70
CWM
299
Congress Wealth Management
Massachusetts
Citadel Advisors
300
Citadel Advisors
Florida