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iShares Morningstar Growth ETF

342 hedge funds and large institutions have $1.74B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
342
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
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$204K
HHGA
277
Halbert Hargrove Global Advisors
California
$187K
CA
278
Crewe Advisors
Utah
$181K
TRCT
279
Tower Research Capital (TRC)
New York
$159K
GFA
280
Godfrey Financial Associates
New York
$158K
EW
281
Elyxium Wealth
California
$151K
CAM
282
Costello Asset Management
Pennsylvania
$142K
TFGT
283
TS Financial Group (TSFG)
Illinois
$135K
HBW
284
Hazlett, Burt & Watson
West Virginia
$124K
CMA
285
Cedar Mountain Advisors
Oregon
$122K
AP
286
Atwood & Palmer
Missouri
$117K
GAFA
287
Garton & Associates Financial Advisors
Kentucky
$112K
WWA
288
Wealth Watch Advisors
Colorado
$107K
CCMI
289
Creative Capital Management Investments
California
$105K
MWM
290
MGB Wealth Management
Texas
$104K
SAG
291
SageView Advisory Group
California
$98.8K
UB
292
UMB Bank
Missouri
$93.4K
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$91.6K
LAS
294
Lloyd Advisory Services
Georgia
$87.7K
WTA
295
Washington Trust Advisors
Massachusetts
$78K
NS
296
NBC Securities
Alabama
$74.9K
S
297
SignatureFD
Georgia
$70.7K
SWM
298
Spire Wealth Management
Virginia
$65.5K
Bank of Montreal
299
Bank of Montreal
Ontario, Canada
$63.5K
RIA
300
Realta Investment Advisors
Delaware
$60.3K