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iShares Morningstar Growth ETF

314 hedge funds and large institutions have $1.81B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 96 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 58.26%59.01% (+0.75%)

2% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 96

Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
Corient Private Wealth
26
Corient Private Wealth
Florida
$12.8M
PCIA
27
Prime Capital Investment Advisors
Kansas
$12.1M
PAG
28
Private Advisor Group
New Jersey
$11.9M
CWM
29
Cornerstone Wealth Management
Missouri
$11.6M
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$10.7M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$10.6M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$9.35M
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$9.13M
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$8.93M
IRC
35
Investors Research Corp
Georgia
$7.84M
MWM
36
Marietta Wealth Management
Georgia
$7.47M
LFAS
37
Level Four Advisory Services
Texas
$7.24M
WCAMG
38
Woodard & Company Asset Management Group
North Carolina
$7.08M
WPIC
39
White Pine Investment Company
Michigan
$7.08M
IAG
40
Ipsen Advisor Group
Arkansas
$7.07M
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$7.04M
TWM
42
Trinity Wealth Management
Pennsylvania
$6.64M
ACA
43
Aptus Capital Advisors
Alabama
$6.44M
PAS
44
Park Avenue Securities
New York
$6.42M
Two Sigma Investments
45
Two Sigma Investments
New York
$6.12M
IWM
46
IHT Wealth Management
Illinois
$6.07M
SFG
47
Sunburst Financial Group
Alabama
$5.88M
P
48
&Partners
Tennessee
$5.84M
MFG
49
Merit Financial Group
Georgia
$5.7M
SPIA
50
Steward Partners Investment Advisory
New York
$5.68M