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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
ASN
76
Advisory Services Network
Georgia
$2.55M
RWP
77
RWA Wealth Partners
Massachusetts
$2.54M
NSIM
78
North Star Investment Management
Illinois
$2.44M
Bank of New York Mellon
79
Bank of New York Mellon
New York
$2.33M
AWA
80
Arkadios Wealth Advisors
Georgia
$2.32M
PAG
81
Private Advisor Group
New Jersey
$2.32M
PFG
82
Pinnacle Financial Group
Illinois
$2.21M
SRWM
83
Shira Ridge Wealth Management
California
$2.2M
CIA
84
Cape Investment Advisory
Georgia
$2.16M
DWP
85
Daymark Wealth Partners
Ohio
$1.98M
LAS
86
Lloyd Advisory Services
Georgia
$1.9M
Financial Engines Advisors
87
Financial Engines Advisors
California
$1.88M
BFA
88
Beacon Financial Advisory
Ohio
$1.88M
HGWM
89
Horst & Graben Wealth Management
Oregon
$1.85M
HighTower Advisors
90
HighTower Advisors
Illinois
$1.84M
ECA
91
Elevation Capital Advisory
Oregon
$1.81M
KIM
92
Kane Investment Management
California
$1.76M
DC
93
Davenport & Co
Virginia
$1.75M
XF
94
XML Financial
Maryland
$1.73M
CAL
95
Capital Advisors Ltd
Ohio
$1.7M
RA
96
Rodgers & Associates
Pennsylvania
$1.66M
Truist Financial
97
Truist Financial
North Carolina
$1.64M
GIA
98
Gladstone Institutional Advisory
Florida
$1.64M
BRWA
99
B. Riley Wealth Advisors
Florida
$1.64M
EFS
100
Essex Financial Services
Connecticut
$1.62M