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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 %
GHA
151
GW Henssler & Associates
Georgia
$747K +$274K +2,831 +58%
Marshall Wace
152
Marshall Wace
United Kingdom
$740K +$740K +7,632 New
HWA
153
HHM Wealth Advisors
Tennessee
$739K
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$716K +$456K +4,702 +175%
SEIA
155
Signature Estate & Investment Advisors
California
$702K +$775 +8 +0.1%
LI
156
LRI Investments
Florida
$701K
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$685K +$685K +7,074 New
F4L
158
Fortune 45 LLC
Louisiana
$670K -$581 -6 -0.1%
TPWA
159
Twin Peaks Wealth Advisors
California
$666K +$666K +6,546 New
KFI
160
Key Financial Inc
Pennsylvania
$663K +$208K +2,144 +46%
MCM
161
Mainstay Capital Management
Michigan
$656K +$328K +3,385 +100%
VCM
162
Vision Capital Management
Oregon
$653K
BC
163
Bowman & Company
Wisconsin
$651K -$80.3K -829 -11%
TSWM
164
Tyler-Stone Wealth Management
Ohio
$612K
SS
165
Sunbelt Securities
Texas
$597K +$4.21K +47 +0.7%
William Blair & Company
166
William Blair & Company
Illinois
$596K +$1.36K +14 +0.2%
RTL
167
Red Tortoise LLC
Georgia
$589K
OWA
168
Outlook Wealth Advisors
Texas
$579K
BOSSRA
169
B.O.S.S. Retirement Advisors
Utah
$566K +$566K +5,846 New
MG
170
Mather Group
Illinois
$566K
MA
171
MKT Advisors
California
$556K
CMP
172
Courage Miller Partners
Virginia
$555K -$16.8K -173 -3%
Nomura Asset Management
173
Nomura Asset Management
Japan
$553K
IA
174
IFP Advisors
Florida
$530K -$269K -2,781 -34%
AFW
175
Avantra Family Wealth
Pennsylvania
$523K