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iShares Morningstar Growth ETF

314 hedge funds and large institutions have $1.81B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 96 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 58.26%59.01% (+0.75%)

2% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 96

Holders
314
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
MA
176
MKT Advisors
California
$608K
Nomura Asset Management
177
Nomura Asset Management
Japan
$595K
BOSSRA
178
B.O.S.S. Retirement Advisors
Utah
$585K
AFW
179
Avantra Family Wealth
Pennsylvania
$563K
CMP
180
Courage Miller Partners
Virginia
$543K
BCA
181
Bay Colony Advisors
Massachusetts
$536K
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$528K
BFG
183
Bouchey Financial Group
New York
$528K
CFG
184
Cornerstone Financial Group
Nebraska
$524K
FA
185
Flagstar Advisors
New York
$521K
PFA
186
Plotkin Financial Advisors
Maryland
$515K
SWM
187
SK Wealth Management
Rhode Island
$514K
CWG
188
Cornerstone Wealth Group
North Carolina
$507K
NIWA
189
New Insight Wealth Advisors
California
$502K
AI
190
Atria Investments
North Carolina
$500K
AP
191
Aspect Partners
Virginia
$496K
OAS
192
Optivise Advisory Services
Tennessee
$489K
WANY
193
Wealthspire Advisors (New York)
New York
$483K
SCM
194
SCS Capital Management
Massachusetts
$477K
VFS
195
Valpey Financial Services
New Hampshire
$477K
MA
196
Mutual Advisors
Nebraska
$476K
PAG
197
Paladin Advisory Group
Iowa
$468K
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$466K
LWM
199
LJI Wealth Management
Indiana
$455K
AWM
200
Accel Wealth Management
Iowa
$454K