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iShares Morningstar Growth ETF

340 hedge funds and large institutions have $1.73B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 108

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
340
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
MMHP
226
Murphy Middleton Hinkle & Parker
Georgia
$308K
FHC
227
First Heartland Consultants
Missouri
$307K
JAA
228
Joel Adams & Associates
North Carolina
$306K
EWM
229
Elevation Wealth Management
Minnesota
$302K
OC
230
Opinicus Capital
Florida
$295K
SG
231
StoneX Group
New York
$292K
SWA
232
Stratos Wealth Advisors
Ohio
$291K
KAS
233
KPP Advisory Services
Kentucky
$287K
KWM
234
Kaydan Wealth Management
Michigan
$286K
SWA
235
SOA Wealth Advisors
New York
$282K
FA
236
Fiduciary Alliance
South Carolina
$280K
SWM
237
Sherman Wealth Management
Maryland
$275K
OP
238
ORG Partners
Indiana
$273K
LWANC
239
Laurel Wealth Advisors (North Carolina)
North Carolina
$271K
AWM
240
AE Wealth Management
Kansas
$268K
MG
241
McHugh Group
Ohio
$263K
FEM
242
Fulcrum Equity Management
Texas
$263K
CA
243
Cornerstone Advisory
Maryland
$262K
FIB
244
First Interstate Bank
Montana
$260K
MC
245
Mathes Company
New York
$260K
EB
246
Eastern Bank
Massachusetts
$259K
GAG
247
Goodman Advisory Group
Massachusetts
$258K
NFG
248
Nations Financial Group
Iowa
$257K
Cerity Partners
249
Cerity Partners
New York
$257K
BFS
250
BridgePort Financial Solutions
Iowa
$257K