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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
3.95%
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 %
TW
101
Towerpoint Wealth
California
$1.59M -$102K -1,057 -6%
OCM
102
One Capital Management
California
$1.54M -$3.89M -40,099 -72%
CFD
103
Creative Financial Designs
Indiana
$1.47M +$13.2K +136 +0.9%
SOS
104
Silver Oak Securities
Tennessee
$1.42M +$1.26M +13,026 +820%
SPC
105
Sigma Planning Corp
Michigan
$1.39M +$34.3K +354 +3%
GWM
106
Geneos Wealth Management
Colorado
$1.38M -$1.1M -11,347 -44%
FSC
107
Full Sail Capital
Oklahoma
$1.33M -$73.6K -760 -5%
AB
108
ANB Bank
Colorado
$1.32M -$5.14K -53 -0.4%
MCM
109
MAI Capital Management
Ohio
$1.32M +$1.36K +14 +0.1%
WA
110
Wealthstream Advisors
New York
$1.31M
PB
111
Pinnacle Bancorp
Nebraska
$1.31M
GRP
112
Global Retirement Partners
California
$1.29M +$1.29M +13,358 New
WBG
113
Wharton Business Group
Pennsylvania
$1.25M +$1.04M +36,275 +490%
CAG
114
Csenge Advisory Group
Florida
$1.22M
KWM
115
Kingsview Wealth Management
Oregon
$1.22M +$44.9K +463 +4%
AAS
116
Ameritas Advisory Services
Nebraska
$1.2M -$107K -1,109 -8%
RBFC
117
Roman Butler Fullerton & Co
Missouri
$1.19M -$33.3K -333 -3%
Comerica Bank
118
Comerica Bank
Texas
$1.18M -$29.6K -305 -2%
JWCA
119
J.W. Cole Advisors
Florida
$1.16M +$330K +3,405 +40%
NA
120
NewEdge Advisors
Louisiana
$1.12M +$212K +2,192 +23%
SFC
121
Strategic Financial Concepts
Texas
$1.11M -$4.09M -42,340 -79%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$1.1M -$359K -3,700 -25%
KPWS
123
Kestra Private Wealth Services
Texas
$1.08M +$194 +2 +0%
GS
124
GWN Securities
Florida
$1.06M +$319K +3,276 +43%
TWP
125
Triad Wealth Partners
Kansas
$1.05M +$1.05M +10,835 New