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iShares Morningstar Growth ETF

298 hedge funds and large institutions have $1.58B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.26% more ownership

Funds ownership: 58%58.26% (+0.26%)

12% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 93

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$33.8M
2 +$19.4M
3 +$17.9M
4
GAG
GM Advisory Group
New York
+$15.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$7.95M

Top Sellers

1 -$16.6M
2 -$12.7M
3 -$8.2M
4
LPL Financial
LPL Financial
California
-$7.49M
5
Bank of America
Bank of America
North Carolina
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
151
GW Henssler & Associates
Georgia
$747K
Marshall Wace
152
Marshall Wace
United Kingdom
$740K
HWA
153
HHM Wealth Advisors
Tennessee
$739K
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$716K
SEIA
155
Signature Estate & Investment Advisors
California
$702K
LI
156
LRI Investments
Florida
$701K
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$685K
F4L
158
Fortune 45 LLC
Louisiana
$670K
TPWA
159
Twin Peaks Wealth Advisors
California
$666K
KFI
160
Key Financial Inc
Pennsylvania
$663K
MCM
161
Mainstay Capital Management
Michigan
$656K
VCM
162
Vision Capital Management
Oregon
$653K
BC
163
Bowman & Company
Wisconsin
$651K
TSWM
164
Tyler-Stone Wealth Management
Ohio
$612K
SS
165
Sunbelt Securities
Texas
$597K
William Blair & Company
166
William Blair & Company
Illinois
$596K
RTL
167
Red Tortoise LLC
Georgia
$589K
OWA
168
Outlook Wealth Advisors
Texas
$579K
BOSSRA
169
B.O.S.S. Retirement Advisors
Utah
$566K
MG
170
Mather Group
Illinois
$566K
MA
171
MKT Advisors
California
$556K
CMP
172
Courage Miller Partners
Virginia
$555K
Nomura Asset Management
173
Nomura Asset Management
Japan
$553K
IA
174
IFP Advisors
Florida
$530K
AFW
175
Avantra Family Wealth
Pennsylvania
$523K