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iShares Morningstar Growth ETF

322 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:

0.76% more ownership

Funds ownership: 58.38%59.15% (+0.76%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

Holders
322
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
SOS
251
Silver Oak Securities
Tennessee
$236K
PCH
252
PGIM Custom Harvest
New Jersey
$235K
MC
253
McCarthy & Cox
Ohio
$231K
FWM
254
FLP Wealth Management
Arkansas
$231K
SFS
255
Sowell Financial Services
Arkansas
$230K
TRCT
256
Tower Research Capital (TRC)
New York
$228K
SF
257
Synovus Financial
Georgia
$224K
DAS
258
Diversify Advisory Services
Utah
$221K
OP
259
ORG Partners
Indiana
$216K
5W
260
5T Wealth
California
$215K
KAS
261
KPP Advisory Services
Kentucky
$215K
SWAG
262
Spectrum Wealth Advisory Group
California
$213K
CCA
263
Cadent Capital Advisors
Oklahoma
$211K
HHGA
264
Halbert Hargrove Global Advisors
California
$211K
FFG
265
Floyd Financial Group
Missouri
$209K
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$193K
UB
267
UMB Bank
Missouri
$193K
CA
268
Crewe Advisors
Utah
$181K
AF
269
Allworth Financial
California
$171K
CAM
270
Costello Asset Management
Pennsylvania
$142K
PPA
271
Painted Porch Advisors
California
$137K
TFGT
272
TS Financial Group (TSFG)
Illinois
$136K
CMA
273
Cedar Mountain Advisors
Oregon
$125K
HBW
274
Hazlett, Burt & Watson
West Virginia
$125K
AP
275
Atwood & Palmer
Missouri
$118K