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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
DWM
251
Destination Wealth Management
California
$250K
NP
252
Nilsine Partners
Colorado
$250K
FIC
253
Family Investment Center
Missouri
$250K
BSCCG
254
Blue Sky Capital Consultants Group
California
$248K
OC
255
Oppenheimer & Co
New York
$244K
CA
256
CoreCap Advisors
Michigan
$244K
MCM
257
Mainstay Capital Management
Michigan
$242K
HIA
258
Harbor Investment Advisory
Maryland
$241K
RA
259
RFG Advisory
Alabama
$240K
PCH
260
PGIM Custom Harvest
New Jersey
$234K
AF
261
Allworth Financial
California
$234K
EWS
262
Evergreen Wealth Solutions
Pennsylvania
$231K
SOS
263
Silver Oak Securities
Tennessee
$230K
SFS
264
Sowell Financial Services
Arkansas
$224K
PFPG
265
Pinnacle Financial Partners (Georgia)
Georgia
$223K
RRAL
266
RED REEF ADVISORS LLC
Florida
$222K
DAS
267
Diversify Advisory Services
Utah
$216K
KWA
268
Kingswood Wealth Advisors
California
$215K
5W
269
5T Wealth
California
$213K
CCA
270
Cadent Capital Advisors
Oklahoma
$211K
ML
271
MLP3 LLC
New Jersey
$208K
MOS
272
MGO One Seven
Ohio
$205K
FFG
273
Floyd Financial Group
Missouri
$204K
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$204K
HHGA
275
Halbert Hargrove Global Advisors
California
$187K