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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
3.96%
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 %
Lido Advisors
126
Lido Advisors
California
$1.04M +$1.07K +11 +0.1%
PS
127
Principal Securities
Iowa
$1.01M +$304K +3,137 +43%
KAS
128
Kestra Advisory Services
Texas
$1.01M +$187K +1,933 +23%
OAS
129
Optivise Advisory Services
Tennessee
$985K +$11.3K +117 +1%
PPWM
130
Paragon Private Wealth Management
Kentucky
$978K +$154K +1,586 +19%
AssetMark Inc
131
AssetMark Inc
California
$965K -$592K -6,107 -38%
W
132
Wealthquest
Ohio
$957K -$27.1K -280 -3%
PWS
133
Proactive Wealth Strategies
Georgia
$936K -$3.88K -40 -0.4%
CFG
134
Cooper Financial Group
California
$935K
GA
135
Goldstein Advisors
Wisconsin
$918K -$1.36K -14 -0.1%
IWC
136
Integrated Wealth Concepts
Massachusetts
$893K +$15.8K +163 +2%
FCIM
137
Fairview Capital Investment Management
California
$881K
Jones Financial Companies
138
Jones Financial Companies
Missouri
$852K +$395K +4,108 +87%
BBW
139
Blue Barn Wealth
Utah
$845K +$1.94K +20 +0.2%
PTC
140
Private Trust Company
Ohio
$842K
PA
141
Pinnacle Associates
New York
$837K -$11.3K -117 -1%
CPCP
142
Cedar Point Capital Partners
Iowa
$827K -$28.6K -295 -3%
BC
143
Brio Consultants
California
$820K +$820K +8,465 New
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$811K -$8.82K -91 -1%
SAM
145
Summit Asset Management
Tennessee
$803K -$77.5K -800 -9%
EFG
146
Ethos Financial Group
Pennsylvania
$795K +$795K +8,203 New
HWM
147
HB Wealth Management
Georgia
$795K
TSMHT
148
Thurston Springer Miller Herd & Titak
Indiana
$775K
Focus Partners Wealth
149
Focus Partners Wealth
Massachusetts
$765K +$22.9K +236 +3%
CFP
150
Catalyst Financial Partners
Massachusetts
$761K