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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
RTL
176
Red Tortoise LLC
Georgia
$634K
OWA
177
Outlook Wealth Advisors
Texas
$629K
MG
178
Mather Group
Illinois
$609K
MA
179
MKT Advisors
California
$608K
Nomura Asset Management
180
Nomura Asset Management
Japan
$595K
BOSSRA
181
B.O.S.S. Retirement Advisors
Utah
$585K
AFW
182
Avantra Family Wealth
Pennsylvania
$563K
CMP
183
Courage Miller Partners
Virginia
$543K
BCA
184
Bay Colony Advisors
Massachusetts
$536K
Envestnet Portfolio Solutions
185
Envestnet Portfolio Solutions
Illinois
$528K
BFG
186
Bouchey Financial Group
New York
$528K
CFG
187
Cornerstone Financial Group
Nebraska
$524K
FA
188
Flagstar Advisors
New York
$521K
PFA
189
Plotkin Financial Advisors
Maryland
$515K
SWM
190
SK Wealth Management
Rhode Island
$514K
CWG
191
Cornerstone Wealth Group
North Carolina
$507K
NIWA
192
New Insight Wealth Advisors
California
$502K
AI
193
Atria Investments
North Carolina
$500K
AP
194
Aspect Partners
Virginia
$496K
OAS
195
Optivise Advisory Services
Tennessee
$489K
WANY
196
Wealthspire Advisors (New York)
New York
$483K
SCM
197
SCS Capital Management
Massachusetts
$477K
VFS
198
Valpey Financial Services
New Hampshire
$477K
MA
199
Mutual Advisors
Nebraska
$476K
PAG
200
Paladin Advisory Group
Iowa
$468K