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iShares Morningstar Growth ETF

269 hedge funds and large institutions have $1.27B invested in iShares Morningstar Growth ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
KWM
201
Kaydan Wealth Management
Michigan
$223K
Financial Engines Advisors
202
Financial Engines Advisors
California
$222K
WANY
203
Wealthspire Advisors (New York)
New York
$222K
SWA
204
SOA Wealth Advisors
New York
$219K
FA
205
Fiduciary Alliance
South Carolina
$218K
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$218K
GLA
207
Good Life Advisors
Pennsylvania
$212K
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$212K
CA
209
Cornerstone Advisory
Maryland
$211K
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$211K
NFG
211
Nations Financial Group
Iowa
$208K
BSCCG
212
Blue Sky Capital Consultants Group
California
$206K
MG
213
McHugh Group
Ohio
$205K
SF
214
Synovus Financial
Georgia
$205K
SWA
215
Stratos Wealth Advisors
Ohio
$203K
FIB
216
First Interstate Bank
Montana
$202K
MC
217
Mathes Company
New York
$202K
EB
218
Eastern Bank
Massachusetts
$202K
HIA
219
Harbor Investment Advisory
Maryland
$186K
AWM
220
AE Wealth Management
Kansas
$166K
HHGA
221
Halbert Hargrove Global Advisors
California
$164K
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$150K
CA
223
Crewe Advisors
Utah
$141K
AF
224
Allworth Financial
California
$133K
SOS
225
Silver Oak Securities
Tennessee
$129K