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iShares Morningstar Growth ETF

314 hedge funds and large institutions have $1.81B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 96 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 58.26%59.01% (+0.75%)

2% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 96

Holders
314
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
PTC
151
Private Trust Company
Ohio
$855K
NF
152
Nvest Financial
New Hampshire
$846K
HWM
153
HB Wealth Management
Georgia
$843K
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$824K
CFP
155
Catalyst Financial Partners
Massachusetts
$819K
JWCA
156
J.W. Cole Advisors
Florida
$800K
HWA
157
HHM Wealth Advisors
Tennessee
$795K
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$795K
FFA
159
Farther Finance Advisors
California
$789K
KFI
160
Key Financial Inc
Pennsylvania
$772K
WBG
161
Wharton Business Group
Pennsylvania
$772K
LI
162
LRI Investments
Florida
$754K
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$737K
F4L
164
Fortune 45 LLC
Louisiana
$719K
VCM
165
Vision Capital Management
Oregon
$703K
SS
166
Sunbelt Securities
Texas
$690K
BC
167
Bowman & Company
Wisconsin
$690K
TPWA
168
Twin Peaks Wealth Advisors
California
$685K
SEIA
169
Signature Estate & Investment Advisors
California
$659K
DA
170
Drake & Associates
Wisconsin
$651K
PP
171
Patten & Patten
Tennessee
$649K
William Blair & Company
172
William Blair & Company
Illinois
$642K
RTL
173
Red Tortoise LLC
Georgia
$634K
OWA
174
Outlook Wealth Advisors
Texas
$629K
MG
175
Mather Group
Illinois
$609K