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iShares Morningstar Growth ETF

323 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: 58.38%59.18% (+0.79%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

Holders
323
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
OWA
176
Outlook Wealth Advisors
Texas
$629K
MG
177
Mather Group
Illinois
$609K
MA
178
MKT Advisors
California
$608K
Nomura Asset Management
179
Nomura Asset Management
Japan
$595K
BOSSRA
180
B.O.S.S. Retirement Advisors
Utah
$585K
AFW
181
Avantra Family Wealth
Pennsylvania
$563K
CMP
182
Courage Miller Partners
Virginia
$543K
BCA
183
Bay Colony Advisors
Massachusetts
$536K
Envestnet Portfolio Solutions
184
Envestnet Portfolio Solutions
Illinois
$528K
BFG
185
Bouchey Financial Group
New York
$528K
CFG
186
Cornerstone Financial Group
Nebraska
$524K
FA
187
Flagstar Advisors
New York
$521K
PFA
188
Plotkin Financial Advisors
Maryland
$515K
SWM
189
SK Wealth Management
Rhode Island
$514K
CWG
190
Cornerstone Wealth Group
North Carolina
$507K
NIWA
191
New Insight Wealth Advisors
California
$502K
AI
192
Atria Investments
North Carolina
$500K
AP
193
Aspect Partners
Virginia
$496K
OAS
194
Optivise Advisory Services
Tennessee
$489K
WANY
195
Wealthspire Advisors (New York)
New York
$483K
SCM
196
SCS Capital Management
Massachusetts
$477K
VFS
197
Valpey Financial Services
New Hampshire
$477K
MA
198
Mutual Advisors
Nebraska
$476K
PAG
199
Paladin Advisory Group
Iowa
$468K
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$466K