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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
AFW
176
Avantra Family Wealth
Pennsylvania
$523K
NIWA
177
New Insight Wealth Advisors
California
$517K
AWM
178
Accel Wealth Management
Iowa
$504K
BFG
179
Bouchey Financial Group
New York
$490K
CFG
180
Cornerstone Financial Group
Nebraska
$486K
FA
181
Flagstar Advisors
New York
$478K
SWM
182
SK Wealth Management
Rhode Island
$473K
CWG
183
Cornerstone Wealth Group
North Carolina
$471K
AP
184
Aspect Partners
Virginia
$461K
Goldman Sachs
185
Goldman Sachs
New York
$458K
WANY
186
Wealthspire Advisors (New York)
New York
$448K
MA
187
Mutual Advisors
Nebraska
$445K
VFS
188
Valpey Financial Services
New Hampshire
$444K
SCM
189
SCS Capital Management
Massachusetts
$443K
PAG
190
Paladin Advisory Group
Iowa
$435K
OMC
191
Old Mission Capital
Illinois
$429K
LWM
192
LJI Wealth Management
Indiana
$422K
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$418K
REMPR
194
Roof Eidam Maycock Peralta (REMP)
California
$412K
SPWG
195
Syntegra Private Wealth Group
Missouri
$404K
IA
196
IFG Advisory
Georgia
$402K
PCS
197
Personal CFO Solutions
New Jersey
$401K
AAS
198
Annex Advisory Services
Wisconsin
$400K
CB
199
Commerce Bank
Missouri
$399K
PCMC
200
Paragon Capital Management (Colorado)
Colorado
$389K