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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
REMPR
201
Roof Eidam Maycock Peralta (REMP)
California
$443K
SPWG
202
Syntegra Private Wealth Group
Missouri
$435K
IA
203
IFG Advisory
Georgia
$433K
AAS
204
Annex Advisory Services
Wisconsin
$430K
CB
205
Commerce Bank
Missouri
$429K
SB
206
Strategic Blueprint
Georgia
$413K
Goldman Sachs
207
Goldman Sachs
New York
$407K
PCMC
208
Paragon Capital Management (Colorado)
Colorado
$400K
SFA
209
Sequoia Financial Advisors
Ohio
$390K
AL
210
Aspiriant LLC
California
$386K
WIA
211
World Investment Advisors
California
$374K
KA
212
Kovack Advisors
Florida
$371K
CCM
213
Chilton Capital Management
Texas
$366K
GHAM
214
Gilman Hill Asset Management
Connecticut
$361K
TAFW
215
Tred Avon Family Wealth
Maryland
$361K
EGA
216
Eagle Global Advisors
Texas
$348K
EAM
217
Evanson Asset Management
California
$323K
Brown Advisory
218
Brown Advisory
Maryland
$319K
JAA
219
Joel Adams & Associates
North Carolina
$315K
PIC
220
Platt Investment Counsel
Florida
$313K
KLI
221
Kelman-Lazarov Inc
Tennessee
$309K
FHC
222
First Heartland Consultants
Missouri
$307K
US Bancorp
223
US Bancorp
Minnesota
$303K
AC
224
AlphaCore Capital
California
$297K
OC
225
Opinicus Capital
Florida
$297K