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iShares Morningstar Growth ETF

338 hedge funds and large institutions have $1.72B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
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
GFA
276
Godfrey Financial Associates
New York
$158K
EW
277
Elyxium Wealth
California
$151K
CAM
278
Costello Asset Management
Pennsylvania
$142K
TFGT
279
TS Financial Group (TSFG)
Illinois
$135K
HBW
280
Hazlett, Burt & Watson
West Virginia
$124K
CMA
281
Cedar Mountain Advisors
Oregon
$122K
AP
282
Atwood & Palmer
Missouri
$117K
GAFA
283
Garton & Associates Financial Advisors
Kentucky
$112K
WWA
284
Wealth Watch Advisors
Colorado
$107K
CCMI
285
Creative Capital Management Investments
California
$105K
MWM
286
MGB Wealth Management
Texas
$104K
SAG
287
SageView Advisory Group
California
$98.8K
UB
288
UMB Bank
Missouri
$93.4K
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$91.6K
LAS
290
Lloyd Advisory Services
Georgia
$87.7K
WTA
291
Washington Trust Advisors
Massachusetts
$78K
NS
292
NBC Securities
Alabama
$74.9K
S
293
SignatureFD
Georgia
$70.7K
SWM
294
Spire Wealth Management
Virginia
$65.5K
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$63.5K
RIA
296
Realta Investment Advisors
Delaware
$60.3K
SEP
297
Signature Equity Partners
Ohio
$60K
MCM
298
MidAtlantic Capital Management
Virginia
$55.6K
SL
299
Salomon & Ludwin
Virginia
$55.1K
CPG
300
Cornerstone Planning Group
New Jersey
$52.3K