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iShares Morningstar Growth ETF

322 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:

0.76% more ownership

Funds ownership: 58.38%59.15% (+0.76%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

Holders
322
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
WWA
276
Wealth Watch Advisors
Colorado
$107K
CCMI
277
Creative Capital Management Investments
California
$105K
MWM
278
MGB Wealth Management
Texas
$104K
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$91.8K
WTA
280
Washington Trust Advisors
Massachusetts
$78.2K
NS
281
NBC Securities
Alabama
$75.1K
S
282
SignatureFD
Georgia
$70.9K
CPG
283
Cornerstone Planning Group
New Jersey
$64.5K
Bank of Montreal
284
Bank of Montreal
Ontario, Canada
$63.6K
RIA
285
Realta Investment Advisors
Delaware
$60.5K
SL
286
Salomon & Ludwin
Virginia
$55.4K
LFG
287
Larson Financial Group
Missouri
$53.9K
SWM
288
Spire Wealth Management
Virginia
$53.1K
OA
289
Operose Advisors
Wisconsin
$50.6K
CVM
290
Cheviot Value Management
California
$49.7K
GJIA
291
Glass Jacobson Investment Advisors
Maryland
$45.6K
HFS
292
Hantz Financial Services
Michigan
$43K
RF
293
Rossby Financial
Florida
$38.9K
PA
294
Parallel Advisors
California
$37K
CJ
295
Caitlin John
Michigan
$35K
NB
296
NBT Bank
New York
$29.8K
Q1WB
297
Quest 10 Wealth Builders
Virginia
$27.1K
JFA
298
JNBA Financial Advisors
Minnesota
$26.7K
BDPWM
299
Barnes Dennig Private Wealth Management
Ohio
$20.5K
FC
300
Financial Consulate
Maryland
$19.3K