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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
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$685K
IA
127
IFP Advisors
Florida
$668K
HWM
128
HB Wealth Management
Georgia
$664K
PS
129
Principal Securities
Iowa
$657K
TSMHT
130
Thurston Springer Miller Herd & Titak
Indiana
$648K
CFP
131
Catalyst Financial Partners
Massachusetts
$636K
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$621K
HWA
133
HHM Wealth Advisors
Tennessee
$618K
Two Sigma Investments
134
Two Sigma Investments
New York
$616K
GS
135
GWN Securities
Florida
$614K
BC
136
Bowman & Company
Wisconsin
$611K
WBG
137
Wharton Business Group
Pennsylvania
$599K
SEIA
138
Signature Estate & Investment Advisors
California
$586K
LI
139
LRI Investments
Florida
$586K
F4L
140
Fortune 45 LLC
Louisiana
$561K
Goldman Sachs
141
Goldman Sachs
New York
$557K
VCM
142
Vision Capital Management
Oregon
$546K
HF
143
HRT Financial
New York
$536K
SS
144
Sunbelt Securities
Texas
$536K
TSWM
145
Tyler-Stone Wealth Management
Ohio
$511K
William Blair & Company
146
William Blair & Company
Illinois
$497K
RTL
147
Red Tortoise LLC
Georgia
$492K
OWA
148
Outlook Wealth Advisors
Texas
$484K
CMP
149
Courage Miller Partners
Virginia
$478K
MG
150
Mather Group
Illinois
$473K