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iShares Morningstar Growth ETF

324 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:

0.79% more ownership

Funds ownership: 58.5%59.29% (+0.79%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

Holders
324
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
CPCP
151
Cedar Point Capital Partners
Iowa
$894K
SAM
152
Summit Asset Management
Tennessee
$864K
PTC
153
Private Trust Company
Ohio
$855K
NF
154
Nvest Financial
New Hampshire
$846K
HWM
155
HB Wealth Management
Georgia
$843K
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$824K
CFP
157
Catalyst Financial Partners
Massachusetts
$819K
GHA
158
GW Henssler & Associates
Georgia
$804K
JWCA
159
J.W. Cole Advisors
Florida
$800K
HWA
160
HHM Wealth Advisors
Tennessee
$795K
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$795K
FFA
162
Farther Finance Advisors
California
$789K
KFI
163
Key Financial Inc
Pennsylvania
$772K
WBG
164
Wharton Business Group
Pennsylvania
$772K
LI
165
LRI Investments
Florida
$754K
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$737K
F4L
167
Fortune 45 LLC
Louisiana
$719K
VCM
168
Vision Capital Management
Oregon
$703K
SS
169
Sunbelt Securities
Texas
$690K
BC
170
Bowman & Company
Wisconsin
$690K
TPWA
171
Twin Peaks Wealth Advisors
California
$685K
SEIA
172
Signature Estate & Investment Advisors
California
$659K
DA
173
Drake & Associates
Wisconsin
$651K
PP
174
Patten & Patten
Tennessee
$649K
William Blair & Company
175
William Blair & Company
Illinois
$642K