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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
PFG
76
Pinnacle Financial Group
Illinois
$1.85M
SRWM
77
Shira Ridge Wealth Management
California
$1.84M
CIA
78
Cape Investment Advisory
Georgia
$1.82M
HighTower Advisors
79
HighTower Advisors
Illinois
$1.71M
ASN
80
Advisory Services Network
Georgia
$1.61M
BFA
81
Beacon Financial Advisory
Ohio
$1.57M
GIA
82
Gladstone Institutional Advisory
Florida
$1.56M
HGWM
83
Horst & Graben Wealth Management
Oregon
$1.55M
DC
84
Davenport & Co
Virginia
$1.46M
XF
85
XML Financial
Maryland
$1.46M
RA
86
Rodgers & Associates
Pennsylvania
$1.45M
KIM
87
Kane Investment Management
California
$1.44M
TW
88
Towerpoint Wealth
California
$1.41M
CAL
89
Capital Advisors Ltd
Ohio
$1.41M
Citadel Advisors
90
Citadel Advisors
Florida
$1.37M
EFS
91
Essex Financial Services
Connecticut
$1.35M
Bank of New York Mellon
92
Bank of New York Mellon
New York
$1.35M
AssetMark Inc
93
AssetMark Inc
California
$1.3M
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.22M
CFD
95
Creative Financial Designs
Indiana
$1.22M
FSC
96
Full Sail Capital
Oklahoma
$1.17M
SPC
97
Sigma Planning Corp
Michigan
$1.13M
AB
98
ANB Bank
Colorado
$1.11M
MCM
99
MAI Capital Management
Ohio
$1.1M
WA
100
Wealthstream Advisors
New York
$1.1M