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iShares Morningstar Growth ETF

316 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, 97 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:

0.76% more ownership

Funds ownership: 58.26%59.02% (+0.76%)

3% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 97

Holders
316
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
WTA
276
Washington Trust Advisors
Massachusetts
$78.2K
NS
277
NBC Securities
Alabama
$75.1K
S
278
SignatureFD
Georgia
$70.9K
CPG
279
Cornerstone Planning Group
New Jersey
$64.5K
Bank of Montreal
280
Bank of Montreal
Ontario, Canada
$63.6K
RIA
281
Realta Investment Advisors
Delaware
$60.5K
SL
282
Salomon & Ludwin
Virginia
$55.4K
LFG
283
Larson Financial Group
Missouri
$53.9K
SWM
284
Spire Wealth Management
Virginia
$53.1K
OA
285
Operose Advisors
Wisconsin
$50.6K
CVM
286
Cheviot Value Management
California
$49.7K
GJIA
287
Glass Jacobson Investment Advisors
Maryland
$45.6K
HFS
288
Hantz Financial Services
Michigan
$43K
RF
289
Rossby Financial
Florida
$38.9K
PA
290
Parallel Advisors
California
$37K
CJ
291
Caitlin John
Michigan
$35K
NB
292
NBT Bank
New York
$29.8K
Q1WB
293
Quest 10 Wealth Builders
Virginia
$27.1K
JFA
294
JNBA Financial Advisors
Minnesota
$26.7K
BDPWM
295
Barnes Dennig Private Wealth Management
Ohio
$20.5K
FC
296
Financial Consulate
Maryland
$19.3K
NWM
297
Nova Wealth Management
Florida
$18.3K
Optiver Holding
298
Optiver Holding
Netherlands
$18K
AIC
299
Archer Investment Corporation
Indiana
$16.7K
DF
300
Dunhill Financial
United Kingdom
$13.5K