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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
OCM
76
One Capital Management
California
$2.75M
RWP
77
RWA Wealth Partners
Massachusetts
$2.73M
ATS
78
Ashton Thomas Securities
New York
$2.71M
FHA
79
Flagship Harbor Advisors
Massachusetts
$2.6M
NSIM
80
North Star Investment Management
Illinois
$2.58M
AWA
81
Arkadios Wealth Advisors
Georgia
$2.46M
PFG
82
Pinnacle Financial Group
Illinois
$2.38M
SRWM
83
Shira Ridge Wealth Management
California
$2.37M
AWM
84
AE Wealth Management
Kansas
$2.36M
PFS
85
Prospera Financial Services
Texas
$2.25M
BRWA
86
B. Riley Wealth Advisors
Florida
$2.21M
BCI
87
Brinker Capital Investments
Pennsylvania
$2.2M
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$2.16M
GWS
89
Greykasell Wealth Strategies
California
$2.14M
DWP
90
Daymark Wealth Partners
Ohio
$2.11M
HighTower Advisors
91
HighTower Advisors
Illinois
$2.06M
DSCM
92
Del-Sette Capital Management
New York
$2.04M
BFA
93
Beacon Financial Advisory
Ohio
$2.03M
HGWM
94
Horst & Graben Wealth Management
Oregon
$1.99M
LAS
95
Lloyd Advisory Services
Georgia
$1.92M
Truist Financial
96
Truist Financial
North Carolina
$1.91M
KIM
97
Kane Investment Management
California
$1.89M
XF
98
XML Financial
Maryland
$1.87M
CAL
99
Capital Advisors Ltd
Ohio
$1.86M
Financial Engines Advisors
100
Financial Engines Advisors
California
$1.81M