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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
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$466K
LWM
202
LJI Wealth Management
Indiana
$455K
AWM
203
Accel Wealth Management
Iowa
$454K
REMPR
204
Roof Eidam Maycock Peralta (REMP)
California
$443K
SPWG
205
Syntegra Private Wealth Group
Missouri
$435K
IA
206
IFG Advisory
Georgia
$433K
AAS
207
Annex Advisory Services
Wisconsin
$430K
CB
208
Commerce Bank
Missouri
$429K
SB
209
Strategic Blueprint
Georgia
$413K
Goldman Sachs
210
Goldman Sachs
New York
$407K
PCMC
211
Paragon Capital Management (Colorado)
Colorado
$400K
SFA
212
Sequoia Financial Advisors
Ohio
$390K
AL
213
Aspiriant LLC
California
$386K
WIA
214
World Investment Advisors
California
$374K
KA
215
Kovack Advisors
Florida
$371K
CCM
216
Chilton Capital Management
Texas
$366K
GHAM
217
Gilman Hill Asset Management
Connecticut
$361K
TAFW
218
Tred Avon Family Wealth
Maryland
$361K
EGA
219
Eagle Global Advisors
Texas
$348K
EAM
220
Evanson Asset Management
California
$323K
Brown Advisory
221
Brown Advisory
Maryland
$319K
JAA
222
Joel Adams & Associates
North Carolina
$315K
PIC
223
Platt Investment Counsel
Florida
$313K
KLI
224
Kelman-Lazarov Inc
Tennessee
$309K
FHC
225
First Heartland Consultants
Missouri
$307K