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iShares Morningstar Growth ETF

298 hedge funds and large institutions have $1.58B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 93 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:

0.26% more ownership

Funds ownership: 58%58.26% (+0.26%)

12% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 93

Holders
298
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
RWP
76
RWA Wealth Partners
Massachusetts
$2.54M
NSIM
77
North Star Investment Management
Illinois
$2.44M
Bank of New York Mellon
78
Bank of New York Mellon
New York
$2.33M
AWA
79
Arkadios Wealth Advisors
Georgia
$2.32M
PAG
80
Private Advisor Group
New Jersey
$2.32M
PFG
81
Pinnacle Financial Group
Illinois
$2.21M
SRWM
82
Shira Ridge Wealth Management
California
$2.2M
CIA
83
Cape Investment Advisory
Georgia
$2.16M
DWP
84
Daymark Wealth Partners
Ohio
$1.98M
LAS
85
Lloyd Advisory Services
Georgia
$1.9M
Financial Engines Advisors
86
Financial Engines Advisors
California
$1.88M
BFA
87
Beacon Financial Advisory
Ohio
$1.88M
HGWM
88
Horst & Graben Wealth Management
Oregon
$1.85M
HighTower Advisors
89
HighTower Advisors
Illinois
$1.84M
ECA
90
Elevation Capital Advisory
Oregon
$1.81M
KIM
91
Kane Investment Management
California
$1.76M
DC
92
Davenport & Co
Virginia
$1.75M
XF
93
XML Financial
Maryland
$1.73M
CAL
94
Capital Advisors Ltd
Ohio
$1.7M
RA
95
Rodgers & Associates
Pennsylvania
$1.66M
Truist Financial
96
Truist Financial
North Carolina
$1.64M
GIA
97
Gladstone Institutional Advisory
Florida
$1.64M
BRWA
98
B. Riley Wealth Advisors
Florida
$1.64M
EFS
99
Essex Financial Services
Connecticut
$1.62M
TW
100
Towerpoint Wealth
California
$1.59M