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iShares Morningstar Growth ETF

297 hedge funds and large institutions have $1.59B invested in iShares Morningstar Growth ETF in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 92 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:

1.28% more ownership

Funds ownership: 58%59.28% (+1.3%)

9% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 92

Holders
297
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
CFP
151
Catalyst Financial Partners
Massachusetts
$761K
GHA
152
GW Henssler & Associates
Georgia
$747K
Marshall Wace
153
Marshall Wace
United Kingdom
$740K
HWA
154
HHM Wealth Advisors
Tennessee
$739K
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$716K
SEIA
156
Signature Estate & Investment Advisors
California
$702K
LI
157
LRI Investments
Florida
$701K
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$685K
F4L
159
Fortune 45 LLC
Louisiana
$670K
TPWA
160
Twin Peaks Wealth Advisors
California
$666K
KFI
161
Key Financial Inc
Pennsylvania
$663K
MCM
162
Mainstay Capital Management
Michigan
$656K
VCM
163
Vision Capital Management
Oregon
$653K
BC
164
Bowman & Company
Wisconsin
$651K
TSWM
165
Tyler-Stone Wealth Management
Ohio
$612K
SS
166
Sunbelt Securities
Texas
$597K
William Blair & Company
167
William Blair & Company
Illinois
$596K
RTL
168
Red Tortoise LLC
Georgia
$589K
OWA
169
Outlook Wealth Advisors
Texas
$579K
BOSSRA
170
B.O.S.S. Retirement Advisors
Utah
$566K
MG
171
Mather Group
Illinois
$566K
MA
172
MKT Advisors
California
$556K
CMP
173
Courage Miller Partners
Virginia
$555K
Nomura Asset Management
174
Nomura Asset Management
Japan
$553K
IA
175
IFP Advisors
Florida
$530K