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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
TW
101
Towerpoint Wealth
California
$1.59M
OCM
102
One Capital Management
California
$1.54M
CFD
103
Creative Financial Designs
Indiana
$1.47M
SOS
104
Silver Oak Securities
Tennessee
$1.42M
SPC
105
Sigma Planning Corp
Michigan
$1.39M
GWM
106
Geneos Wealth Management
Colorado
$1.38M
FSC
107
Full Sail Capital
Oklahoma
$1.33M
AB
108
ANB Bank
Colorado
$1.32M
MCM
109
MAI Capital Management
Ohio
$1.32M
WA
110
Wealthstream Advisors
New York
$1.31M
PB
111
Pinnacle Bancorp
Nebraska
$1.31M
GRP
112
Global Retirement Partners
California
$1.29M
WBG
113
Wharton Business Group
Pennsylvania
$1.25M
CAG
114
Csenge Advisory Group
Florida
$1.22M
KWM
115
Kingsview Wealth Management
Oregon
$1.22M
AAS
116
Ameritas Advisory Services
Nebraska
$1.2M
RBFC
117
Roman Butler Fullerton & Co
Missouri
$1.19M
Comerica Bank
118
Comerica Bank
Texas
$1.18M
JWCA
119
J.W. Cole Advisors
Florida
$1.16M
NA
120
NewEdge Advisors
Louisiana
$1.12M
SFC
121
Strategic Financial Concepts
Texas
$1.11M
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$1.1M
KPWS
123
Kestra Private Wealth Services
Texas
$1.08M
GS
124
GWN Securities
Florida
$1.06M
TWP
125
Triad Wealth Partners
Kansas
$1.05M