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iShares Morningstar Growth ETF

322 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:

0.76% more ownership

Funds ownership: 58.38%59.15% (+0.76%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

Holders
322
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
SAM
151
Summit Asset Management
Tennessee
$864K
PTC
152
Private Trust Company
Ohio
$855K
NF
153
Nvest Financial
New Hampshire
$846K
HWM
154
HB Wealth Management
Georgia
$843K
Focus Partners Wealth
155
Focus Partners Wealth
Massachusetts
$824K
CFP
156
Catalyst Financial Partners
Massachusetts
$819K
JWCA
157
J.W. Cole Advisors
Florida
$800K
HWA
158
HHM Wealth Advisors
Tennessee
$795K
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$795K
FFA
160
Farther Finance Advisors
California
$789K
KFI
161
Key Financial Inc
Pennsylvania
$772K
WBG
162
Wharton Business Group
Pennsylvania
$772K
LI
163
LRI Investments
Florida
$754K
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$737K
F4L
165
Fortune 45 LLC
Louisiana
$719K
VCM
166
Vision Capital Management
Oregon
$703K
SS
167
Sunbelt Securities
Texas
$690K
BC
168
Bowman & Company
Wisconsin
$690K
TPWA
169
Twin Peaks Wealth Advisors
California
$685K
SEIA
170
Signature Estate & Investment Advisors
California
$659K
DA
171
Drake & Associates
Wisconsin
$651K
PP
172
Patten & Patten
Tennessee
$649K
William Blair & Company
173
William Blair & Company
Illinois
$642K
RTL
174
Red Tortoise LLC
Georgia
$634K
OWA
175
Outlook Wealth Advisors
Texas
$629K