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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
CWM
26
Cornerstone Wealth Management
Missouri
$10.8M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$10.7M
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$9.84M
Mariner
29
Mariner
Kansas
$9.75M
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$8.85M
Two Sigma Investments
31
Two Sigma Investments
New York
$8.68M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$8.46M
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$8.3M
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$8.18M
MCC
35
Money Concepts Capital
Florida
$7.21M
MWM
36
Marietta Wealth Management
Georgia
$6.95M
LFAS
37
Level Four Advisory Services
Texas
$6.86M
WCAMG
38
Woodard & Company Asset Management Group
North Carolina
$6.77M
IAG
39
Ipsen Advisor Group
Arkansas
$6.62M
WPIC
40
White Pine Investment Company
Michigan
$6.61M
IRC
41
Investors Research Corp
Georgia
$6.59M
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$6.54M
ACA
43
Aptus Capital Advisors
Alabama
$6.13M
SFG
44
Sunburst Financial Group
Alabama
$5.96M
AWM
45
AE Wealth Management
Kansas
$5.95M
IWM
46
IHT Wealth Management
Illinois
$5.69M
MFG
47
Merit Financial Group
Georgia
$5.34M
SPIA
48
Steward Partners Investment Advisory
New York
$5.24M
P
49
&Partners
Tennessee
$5.24M
JIC
50
Johnson Investment Counsel
Ohio
$5.19M