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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
Financial Engines Advisors
101
Financial Engines Advisors
California
$1.81M
EFS
102
Essex Financial Services
Connecticut
$1.74M
RA
103
Rodgers & Associates
Pennsylvania
$1.73M
DC
104
Davenport & Co
Virginia
$1.71M
GIA
105
Gladstone Institutional Advisory
Florida
$1.68M
AssetMark Inc
106
AssetMark Inc
California
$1.67M
TW
107
Towerpoint Wealth
California
$1.66M
Neuberger Berman Group
108
Neuberger Berman Group
New York
$1.62M
ACM
109
Absolute Capital Management
Pennsylvania
$1.62M
PCG
110
Prosperity Consulting Group
Maryland
$1.57M
GRP
111
Global Retirement Partners
California
$1.57M
SPC
112
Sigma Planning Corp
Michigan
$1.56M
CFD
113
Creative Financial Designs
Indiana
$1.55M
KAS
114
Kestra Advisory Services
Texas
$1.54M
NA
115
NewEdge Advisors
Louisiana
$1.49M
GWM
116
Geneos Wealth Management
Colorado
$1.48M
MCM
117
MAI Capital Management
Ohio
$1.42M
WA
118
Wealthstream Advisors
New York
$1.41M
PB
119
Pinnacle Bancorp
Nebraska
$1.41M
CAG
120
Csenge Advisory Group
Florida
$1.4M
Jones Financial Companies
121
Jones Financial Companies
Missouri
$1.39M
RBFC
122
Roman Butler Fullerton & Co
Missouri
$1.39M
FSC
123
Full Sail Capital
Oklahoma
$1.37M
GS
124
GWN Securities
Florida
$1.37M
Citadel Advisors
125
Citadel Advisors
Florida
$1.36M