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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
Mariner
26
Mariner
Kansas
$7.31M
GAG
27
GM Advisory Group
New York
$7.08M
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$6.94M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$6.88M
MCC
30
Money Concepts Capital
Florida
$6.74M
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$6.61M
MWM
32
Marietta Wealth Management
Georgia
$5.76M
LFAS
33
Level Four Advisory Services
Texas
$5.75M
WCAMG
34
Woodard & Company Asset Management Group
North Carolina
$5.69M
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$5.6M
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$5.55M
WPIC
37
White Pine Investment Company
Michigan
$5.54M
IAG
38
Ipsen Advisor Group
Arkansas
$5.37M
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$5.23M
ACA
40
Aptus Capital Advisors
Alabama
$5.14M
SFG
41
Sunburst Financial Group
Alabama
$5M
IWM
42
IHT Wealth Management
Illinois
$4.8M
OCM
43
One Capital Management
California
$4.53M
MFG
44
Merit Financial Group
Georgia
$4.53M
IRC
45
Investors Research Corp
Georgia
$4.47M
SPIA
46
Steward Partners Investment Advisory
New York
$4.44M
JIC
47
Johnson Investment Counsel
Ohio
$4.4M
SFC
48
Strategic Financial Concepts
Texas
$4.36M
P
49
&Partners
Tennessee
$4.33M
AFTS
50
American Financial & Tax Strategies
New York
$4.27M