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iShares Morningstar Growth ETF

322 hedge funds and large institutions have $1.81B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 100 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.76% more ownership

Funds ownership: 58.38%59.15% (+0.76%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

Holders
322
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
SA
80
Sanctuary Advisors
Indiana
$2.58M
NSIM
81
North Star Investment Management
Illinois
$2.58M
AWA
82
Arkadios Wealth Advisors
Georgia
$2.46M
PFG
83
Pinnacle Financial Group
Illinois
$2.38M
SRWM
84
Shira Ridge Wealth Management
California
$2.37M
AWM
85
AE Wealth Management
Kansas
$2.36M
PFS
86
Prospera Financial Services
Texas
$2.25M
BRWA
87
B. Riley Wealth Advisors
Florida
$2.21M
BCI
88
Brinker Capital Investments
Pennsylvania
$2.2M
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.16M
GWS
90
Greykasell Wealth Strategies
California
$2.14M
DWP
91
Daymark Wealth Partners
Ohio
$2.11M
HighTower Advisors
92
HighTower Advisors
Illinois
$2.06M
DSCM
93
Del-Sette Capital Management
New York
$2.04M
BFA
94
Beacon Financial Advisory
Ohio
$2.03M
HGWM
95
Horst & Graben Wealth Management
Oregon
$1.99M
LAS
96
Lloyd Advisory Services
Georgia
$1.92M
Truist Financial
97
Truist Financial
North Carolina
$1.91M
KIM
98
Kane Investment Management
California
$1.89M
XF
99
XML Financial
Maryland
$1.87M
CAL
100
Capital Advisors Ltd
Ohio
$1.86M