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iShares Morningstar Growth ETF

323 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: 58.38%59.18% (+0.79%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

Holders
323
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
LWM
201
LJI Wealth Management
Indiana
$455K
AWM
202
Accel Wealth Management
Iowa
$454K
REMPR
203
Roof Eidam Maycock Peralta (REMP)
California
$443K
SPWG
204
Syntegra Private Wealth Group
Missouri
$435K
IA
205
IFG Advisory
Georgia
$433K
AAS
206
Annex Advisory Services
Wisconsin
$430K
CB
207
Commerce Bank
Missouri
$429K
SB
208
Strategic Blueprint
Georgia
$413K
Goldman Sachs
209
Goldman Sachs
New York
$407K
PCMC
210
Paragon Capital Management (Colorado)
Colorado
$400K
SFA
211
Sequoia Financial Advisors
Ohio
$390K
AL
212
Aspiriant LLC
California
$386K
WIA
213
World Investment Advisors
California
$374K
KA
214
Kovack Advisors
Florida
$371K
CCM
215
Chilton Capital Management
Texas
$366K
GHAM
216
Gilman Hill Asset Management
Connecticut
$361K
TAFW
217
Tred Avon Family Wealth
Maryland
$361K
EGA
218
Eagle Global Advisors
Texas
$348K
EAM
219
Evanson Asset Management
California
$323K
Brown Advisory
220
Brown Advisory
Maryland
$319K
JAA
221
Joel Adams & Associates
North Carolina
$315K
PIC
222
Platt Investment Counsel
Florida
$313K
KLI
223
Kelman-Lazarov Inc
Tennessee
$309K
FHC
224
First Heartland Consultants
Missouri
$307K
US Bancorp
225
US Bancorp
Minnesota
$303K