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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
PAS
51
Park Avenue Securities
New York
$5.09M
AFTS
52
American Financial & Tax Strategies
New York
$4.93M
Stifel Financial
53
Stifel Financial
Missouri
$4.68M
WA
54
Win Advisors
Florida
$4.25M
FFN
55
Focus Financial Network
Minnesota
$4.17M
Creative Planning
56
Creative Planning
Kansas
$4.13M
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$4.04M
MWP
58
Madison Wealth Partners
Wisconsin
$3.96M
RA
59
RFG Advisory
Alabama
$3.76M
D
60
Dentgroup
Louisiana
$3.71M
HFA
61
Hershey Financial Advisers
Pennsylvania
$3.58M
JSA
62
Jim Saulnier & Associates
Colorado
$3.57M
BAMG
63
Brand Asset Management Group
Missouri
$3.5M
ACM
64
Absolute Capital Management
Pennsylvania
$3.44M
VA
65
VestGen Advisors
Illinois
$3.43M
TFCP
66
Twin Focus Capital Partners
Massachusetts
$3.41M
Citigroup
67
Citigroup
New York
$3.27M
GG
68
GenWealth Group
New Jersey
$3.12M
AWS
69
Atria Wealth Solutions
New York
$2.97M
GWS
70
Greykasell Wealth Strategies
California
$2.85M
Fidelity Investments
71
Fidelity Investments
Massachusetts
$2.83M
FHA
72
Flagship Harbor Advisors
Massachusetts
$2.67M
SC
73
Savant Capital
Illinois
$2.65M
AHC
74
Adell Harriman & Carpenter
Texas
$2.64M
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.6M