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iShares Morningstar Growth ETF

314 hedge funds and large institutions have $1.81B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 96 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 58.26%59.01% (+0.75%)

2% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 96

Holders
314
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
EFS
101
Essex Financial Services
Connecticut
$1.74M
RA
102
Rodgers & Associates
Pennsylvania
$1.73M
DC
103
Davenport & Co
Virginia
$1.71M
GIA
104
Gladstone Institutional Advisory
Florida
$1.68M
AssetMark Inc
105
AssetMark Inc
California
$1.67M
TW
106
Towerpoint Wealth
California
$1.66M
Neuberger Berman Group
107
Neuberger Berman Group
New York
$1.62M
ACM
108
Absolute Capital Management
Pennsylvania
$1.62M
PCG
109
Prosperity Consulting Group
Maryland
$1.57M
GRP
110
Global Retirement Partners
California
$1.57M
SPC
111
Sigma Planning Corp
Michigan
$1.56M
CFD
112
Creative Financial Designs
Indiana
$1.55M
KAS
113
Kestra Advisory Services
Texas
$1.54M
NA
114
NewEdge Advisors
Louisiana
$1.49M
GWM
115
Geneos Wealth Management
Colorado
$1.48M
MCM
116
MAI Capital Management
Ohio
$1.42M
WA
117
Wealthstream Advisors
New York
$1.41M
PB
118
Pinnacle Bancorp
Nebraska
$1.41M
CAG
119
Csenge Advisory Group
Florida
$1.4M
Jones Financial Companies
120
Jones Financial Companies
Missouri
$1.39M
RBFC
121
Roman Butler Fullerton & Co
Missouri
$1.39M
FSC
122
Full Sail Capital
Oklahoma
$1.37M
GS
123
GWN Securities
Florida
$1.37M
Citadel Advisors
124
Citadel Advisors
Florida
$1.36M
KWM
125
Kingsview Wealth Management
Oregon
$1.28M