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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
Nomura Asset Management
151
Nomura Asset Management
Japan
$462K
CFG
152
Cornerstone Financial Group
Nebraska
$446K
NIWA
153
New Insight Wealth Advisors
California
$444K
AFW
154
Avantra Family Wealth
Pennsylvania
$437K
AWM
155
Accel Wealth Management
Iowa
$431K
MA
156
MKT Advisors
California
$426K
BFG
157
Bouchey Financial Group
New York
$410K
FA
158
Flagstar Advisors
New York
$400K
GHA
159
GW Henssler & Associates
Georgia
$395K
CWG
160
Cornerstone Wealth Group
North Carolina
$394K
AP
161
Aspect Partners
Virginia
$385K
Jones Financial Companies
162
Jones Financial Companies
Missouri
$384K
FHA
163
Flagship Harbor Advisors
Massachusetts
$384K
KFI
164
Key Financial Inc
Pennsylvania
$380K
SCM
165
SCS Capital Management
Massachusetts
$371K
PAG
166
Paladin Advisory Group
Iowa
$364K
MA
167
Mutual Advisors
Nebraska
$364K
SWM
168
SK Wealth Management
Rhode Island
$362K
LWM
169
LJI Wealth Management
Indiana
$353K
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$349K
ZF
171
Zhang Financial
Michigan
$346K
REMPR
172
Roof Eidam Maycock Peralta (REMP)
California
$344K
SPWG
173
Syntegra Private Wealth Group
Missouri
$338K
IA
174
IFG Advisory
Georgia
$336K
AAS
175
Annex Advisory Services
Wisconsin
$334K