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iShares Morningstar Growth ETF

295 hedge funds and large institutions have $1.58B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.96%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.17%
New
40
Increased
84
Reduced
92
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
51
Park Avenue Securities
New York
$5.09M +$5.09M +52,551 New
AFTS
52
American Financial & Tax Strategies
New York
$4.93M -$172K -1,779 -3%
Stifel Financial
53
Stifel Financial
Missouri
$4.68M -$15.5K -160 -0.3%
WA
54
Win Advisors
Florida
$4.25M +$4.25M +43,902 New
FFN
55
Focus Financial Network
Minnesota
$4.17M -$256K -2,638 -6%
Creative Planning
56
Creative Planning
Kansas
$4.13M -$334K -3,447 -7%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$4.04M +$411K +4,243 +11%
MWP
58
Madison Wealth Partners
Wisconsin
$3.96M -$98.8K -1,020 -2%
RA
59
RFG Advisory
Alabama
$3.76M -$104K -1,076 -3%
D
60
Dentgroup
Louisiana
$3.71M -$485K -5,009 -12%
HFA
61
Hershey Financial Advisers
Pennsylvania
$3.58M +$3.58M +36,986 New
JSA
62
Jim Saulnier & Associates
Colorado
$3.57M -$218K -2,253 -6%
BAMG
63
Brand Asset Management Group
Missouri
$3.5M -$134K -1,380 -4%
ACM
64
Absolute Capital Management
Pennsylvania
$3.44M -$1.31M -13,496 -28%
VA
65
VestGen Advisors
Illinois
$3.43M -$53.1K -548 -2%
TFCP
66
Twin Focus Capital Partners
Massachusetts
$3.41M +$25.9K +267 +0.8%
Citigroup
67
Citigroup
New York
$3.27M +$27.8K +287 +0.9%
GG
68
GenWealth Group
New Jersey
$3.12M
AWS
69
Atria Wealth Solutions
New York
$2.97M -$21.1K -218 -0.7%
GWS
70
Greykasell Wealth Strategies
California
$2.85M +$19.5K +201 +0.7%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$2.83M -$563K -5,813 -17%
FHA
72
Flagship Harbor Advisors
Massachusetts
$2.67M +$2.21M +22,771 +480%
SC
73
Savant Capital
Illinois
$2.65M +$55.4K +572 +2%
AHC
74
Adell Harriman & Carpenter
Texas
$2.64M
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.6M +$2.57M +249,340 +9,590%