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iShares Morningstar Growth ETF

324 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:

0.79% more ownership

Funds ownership: 58.5%59.29% (+0.79%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

Holders
324
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
HBW
276
Hazlett, Burt & Watson
West Virginia
$125K
AP
277
Atwood & Palmer
Missouri
$118K
WWA
278
Wealth Watch Advisors
Colorado
$107K
CCMI
279
Creative Capital Management Investments
California
$105K
MWM
280
MGB Wealth Management
Texas
$104K
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$91.8K
WTA
282
Washington Trust Advisors
Massachusetts
$78.2K
NS
283
NBC Securities
Alabama
$75.1K
S
284
SignatureFD
Georgia
$70.9K
CPG
285
Cornerstone Planning Group
New Jersey
$64.5K
Bank of Montreal
286
Bank of Montreal
Ontario, Canada
$63.6K
RIA
287
Realta Investment Advisors
Delaware
$60.5K
SL
288
Salomon & Ludwin
Virginia
$55.4K
LFG
289
Larson Financial Group
Missouri
$53.9K
SWM
290
Spire Wealth Management
Virginia
$53.1K
OA
291
Operose Advisors
Wisconsin
$50.6K
CVM
292
Cheviot Value Management
California
$49.7K
GJIA
293
Glass Jacobson Investment Advisors
Maryland
$45.6K
HFS
294
Hantz Financial Services
Michigan
$43K
RF
295
Rossby Financial
Florida
$38.9K
PA
296
Parallel Advisors
California
$37K
CJ
297
Caitlin John
Michigan
$35K
NB
298
NBT Bank
New York
$29.8K
Q1WB
299
Quest 10 Wealth Builders
Virginia
$27.1K
JFA
300
JNBA Financial Advisors
Minnesota
$26.7K