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iShares Morningstar Growth ETF

338 hedge funds and large institutions have $1.72B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
FHC
226
First Heartland Consultants
Missouri
$307K
JAA
227
Joel Adams & Associates
North Carolina
$306K
EWM
228
Elevation Wealth Management
Minnesota
$302K
OC
229
Opinicus Capital
Florida
$295K
SG
230
StoneX Group
New York
$292K
SWA
231
Stratos Wealth Advisors
Ohio
$291K
KAS
232
KPP Advisory Services
Kentucky
$287K
KWM
233
Kaydan Wealth Management
Michigan
$286K
SWA
234
SOA Wealth Advisors
New York
$282K
FA
235
Fiduciary Alliance
South Carolina
$280K
SWM
236
Sherman Wealth Management
Maryland
$275K
OP
237
ORG Partners
Indiana
$273K
LWANC
238
Laurel Wealth Advisors (North Carolina)
North Carolina
$271K
AWM
239
AE Wealth Management
Kansas
$268K
MG
240
McHugh Group
Ohio
$263K
FEM
241
Fulcrum Equity Management
Texas
$263K
CA
242
Cornerstone Advisory
Maryland
$262K
FIB
243
First Interstate Bank
Montana
$260K
MC
244
Mathes Company
New York
$260K
EB
245
Eastern Bank
Massachusetts
$259K
GAG
246
Goodman Advisory Group
Massachusetts
$258K
NFG
247
Nations Financial Group
Iowa
$257K
Cerity Partners
248
Cerity Partners
New York
$257K
BFS
249
BridgePort Financial Solutions
Iowa
$257K
DWM
250
Destination Wealth Management
California
$250K