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iShares Morningstar Growth ETF

269 hedge funds and large institutions have $1.27B invested in iShares Morningstar Growth ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
AAS
101
Ameritas Advisory Services
Nebraska
$1.1M
PB
102
Pinnacle Bancorp
Nebraska
$1.09M
CAG
103
Csenge Advisory Group
Florida
$1.03M
Comerica Bank
104
Comerica Bank
Texas
$1.01M
KWM
105
Kingsview Wealth Management
Oregon
$979K
RBFC
106
Roman Butler Fullerton & Co
Missouri
$967K
KPWS
107
Kestra Private Wealth Services
Texas
$906K
Lido Advisors
108
Lido Advisors
California
$872K
W
109
Wealthquest
Ohio
$822K
OAS
110
Optivise Advisory Services
Tennessee
$814K
PWS
111
Proactive Wealth Strategies
Georgia
$786K
CFG
112
Cooper Financial Group
California
$781K
GA
113
Goldstein Advisors
Wisconsin
$768K
NA
114
NewEdge Advisors
Louisiana
$757K
DWP
115
Daymark Wealth Partners
Ohio
$756K
FCIM
116
Fairview Capital Investment Management
California
$736K
SAM
117
Summit Asset Management
Tennessee
$736K
IWC
118
Integrated Wealth Concepts
Massachusetts
$733K
CPCP
119
Cedar Point Capital Partners
Iowa
$715K
PA
120
Pinnacle Associates
New York
$709K
BBW
121
Blue Barn Wealth
Utah
$704K
PTC
122
Private Trust Company
Ohio
$704K
JWCA
123
J.W. Cole Advisors
Florida
$697K
PPWM
124
Paragon Private Wealth Management
Kentucky
$689K
KAS
125
Kestra Advisory Services
Texas
$687K