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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
KWM
126
Kingsview Wealth Management
Oregon
$1.28M
Comerica Bank
127
Comerica Bank
Texas
$1.24M
SFC
128
Strategic Financial Concepts
Texas
$1.19M
PPWM
129
Paragon Private Wealth Management
Kentucky
$1.16M
Lido Advisors
130
Lido Advisors
California
$1.16M
HFA
131
Hershey Financial Advisers
Pennsylvania
$1.15M
KPWS
132
Kestra Private Wealth Services
Texas
$1.15M
Baird Financial Group
133
Baird Financial Group
Wisconsin
$1.14M
TWP
134
Triad Wealth Partners
Kansas
$1.13M
PS
135
Principal Securities
Iowa
$1.07M
W
136
Wealthquest
Ohio
$1.03M
CFG
137
Cooper Financial Group
California
$1.01M
PWS
138
Proactive Wealth Strategies
Georgia
$1M
GA
139
Goldstein Advisors
Wisconsin
$988K
JWM
140
JGP Wealth Management
Oregon
$980K
AB
141
ANB Bank
Colorado
$979K
IWC
142
Integrated Wealth Concepts
Massachusetts
$974K
SF
143
Summit Financial
New Jersey
$956K
FCIM
144
Fairview Capital Investment Management
California
$948K
MPIA
145
Milestones Private Investment Advisors
New York
$934K
EFA
146
Edge Financial Advisors
Illinois
$930K
BBW
147
Blue Barn Wealth
Utah
$909K
PA
148
Pinnacle Associates
New York
$902K
BC
149
Brio Consultants
California
$901K
CPCP
150
Cedar Point Capital Partners
Iowa
$894K