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iShares Morningstar Growth ETF

314 hedge funds and large institutions have $1.81B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 96 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 58.26%59.01% (+0.75%)

2% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 96

Holders
314
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
FWM
251
FLP Wealth Management
Arkansas
$231K
SFS
252
Sowell Financial Services
Arkansas
$230K
TRCT
253
Tower Research Capital (TRC)
New York
$228K
SF
254
Synovus Financial
Georgia
$224K
DAS
255
Diversify Advisory Services
Utah
$221K
OP
256
ORG Partners
Indiana
$216K
5W
257
5T Wealth
California
$215K
KAS
258
KPP Advisory Services
Kentucky
$215K
SWAG
259
Spectrum Wealth Advisory Group
California
$213K
CCA
260
Cadent Capital Advisors
Oklahoma
$211K
HHGA
261
Halbert Hargrove Global Advisors
California
$211K
FFG
262
Floyd Financial Group
Missouri
$209K
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$193K
UB
264
UMB Bank
Missouri
$193K
CA
265
Crewe Advisors
Utah
$181K
CAM
266
Costello Asset Management
Pennsylvania
$142K
TFGT
267
TS Financial Group (TSFG)
Illinois
$136K
CMA
268
Cedar Mountain Advisors
Oregon
$125K
HBW
269
Hazlett, Burt & Watson
West Virginia
$125K
AP
270
Atwood & Palmer
Missouri
$118K
WWA
271
Wealth Watch Advisors
Colorado
$107K
CCMI
272
Creative Capital Management Investments
California
$105K
MWM
273
MGB Wealth Management
Texas
$104K
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$91.8K
WTA
275
Washington Trust Advisors
Massachusetts
$78.2K