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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 %
ASN
76
Advisory Services Network
Georgia
$2.55M +$561K +5,591 +28%
RWP
77
RWA Wealth Partners
Massachusetts
$2.54M
NSIM
78
North Star Investment Management
Illinois
$2.44M -$17.5K -181 -0.7%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$2.33M +$711K +7,342 +44%
AWA
80
Arkadios Wealth Advisors
Georgia
$2.32M -$41.6K -429 -2%
PAG
81
Private Advisor Group
New Jersey
$2.32M -$85.6K -883 -4%
PFG
82
Pinnacle Financial Group
Illinois
$2.21M +$291 +3 +0%
SRWM
83
Shira Ridge Wealth Management
California
$2.2M
CIA
84
Cape Investment Advisory
Georgia
$2.16M -$14.4K -149 -0.7%
DWP
85
Daymark Wealth Partners
Ohio
$1.98M +$1.08M +11,137 +119%
LAS
86
Lloyd Advisory Services
Georgia
$1.9M +$1.9M +19,659 New
Financial Engines Advisors
87
Financial Engines Advisors
California
$1.88M +$1.62M +16,687 +609%
BFA
88
Beacon Financial Advisory
Ohio
$1.88M +$291 +3 +0%
HGWM
89
Horst & Graben Wealth Management
Oregon
$1.85M -$97 -1 -0%
HighTower Advisors
90
HighTower Advisors
Illinois
$1.84M -$210K -2,165 -10%
ECA
91
Elevation Capital Advisory
Oregon
$1.81M +$1.81M +18,728 New
KIM
92
Kane Investment Management
California
$1.76M +$29.8K +308 +2%
DC
93
Davenport & Co
Virginia
$1.75M +$97 +1 +0%
XF
94
XML Financial
Maryland
$1.73M -$6.2K -64 -0.4%
CAL
95
Capital Advisors Ltd
Ohio
$1.7M +$21.7K +224 +1%
RA
96
Rodgers & Associates
Pennsylvania
$1.66M -$79.3K -818 -5%
Truist Financial
97
Truist Financial
North Carolina
$1.64M -$1.13M -11,680 -41%
GIA
98
Gladstone Institutional Advisory
Florida
$1.64M -$228K -2,348 -12%
BRWA
99
B. Riley Wealth Advisors
Florida
$1.64M +$1.64M +16,873 New
EFS
100
Essex Financial Services
Connecticut
$1.62M +$194 +2 +0%