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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
MG
176
Mather Group
Illinois
$609K
MA
177
MKT Advisors
California
$608K
Nomura Asset Management
178
Nomura Asset Management
Japan
$595K
BOSSRA
179
B.O.S.S. Retirement Advisors
Utah
$585K
AFW
180
Avantra Family Wealth
Pennsylvania
$563K
CMP
181
Courage Miller Partners
Virginia
$543K
BCA
182
Bay Colony Advisors
Massachusetts
$536K
Envestnet Portfolio Solutions
183
Envestnet Portfolio Solutions
Illinois
$528K
BFG
184
Bouchey Financial Group
New York
$528K
CFG
185
Cornerstone Financial Group
Nebraska
$524K
FA
186
Flagstar Advisors
New York
$521K
PFA
187
Plotkin Financial Advisors
Maryland
$515K
SWM
188
SK Wealth Management
Rhode Island
$514K
CWG
189
Cornerstone Wealth Group
North Carolina
$507K
NIWA
190
New Insight Wealth Advisors
California
$502K
AI
191
Atria Investments
North Carolina
$500K
AP
192
Aspect Partners
Virginia
$496K
OAS
193
Optivise Advisory Services
Tennessee
$489K
WANY
194
Wealthspire Advisors (New York)
New York
$483K
SCM
195
SCS Capital Management
Massachusetts
$477K
VFS
196
Valpey Financial Services
New Hampshire
$477K
MA
197
Mutual Advisors
Nebraska
$476K
PAG
198
Paladin Advisory Group
Iowa
$468K
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$466K
LWM
200
LJI Wealth Management
Indiana
$455K