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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
NS
276
NBC Securities
Alabama
$75.1K
S
277
SignatureFD
Georgia
$70.9K
CPG
278
Cornerstone Planning Group
New Jersey
$64.5K
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
$63.6K
RIA
280
Realta Investment Advisors
Delaware
$60.5K
SL
281
Salomon & Ludwin
Virginia
$55.4K
LFG
282
Larson Financial Group
Missouri
$53.9K
SWM
283
Spire Wealth Management
Virginia
$53.1K
OA
284
Operose Advisors
Wisconsin
$50.6K
CVM
285
Cheviot Value Management
California
$49.7K
GJIA
286
Glass Jacobson Investment Advisors
Maryland
$45.6K
HFS
287
Hantz Financial Services
Michigan
$43K
RF
288
Rossby Financial
Florida
$38.9K
PA
289
Parallel Advisors
California
$37K
CJ
290
Caitlin John
Michigan
$35K
NB
291
NBT Bank
New York
$29.8K
Q1WB
292
Quest 10 Wealth Builders
Virginia
$27.1K
JFA
293
JNBA Financial Advisors
Minnesota
$26.7K
BDPWM
294
Barnes Dennig Private Wealth Management
Ohio
$20.5K
FC
295
Financial Consulate
Maryland
$19.3K
NWM
296
Nova Wealth Management
Florida
$18.3K
Optiver Holding
297
Optiver Holding
Netherlands
$18K
AIC
298
Archer Investment Corporation
Indiana
$16.7K
DF
299
Dunhill Financial
United Kingdom
$13.5K
PMFA
300
Plante Moran Financial Advisors
Michigan
$11.2K