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iShares Morningstar Growth ETF

340 hedge funds and large institutions have $1.73B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 101 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: 101 | Existing positions reduced: 108

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
340
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
CA
276
Crewe Advisors
Utah
$181K
TRCT
277
Tower Research Capital (TRC)
New York
$159K
GFA
278
Godfrey Financial Associates
New York
$158K
EW
279
Elyxium Wealth
California
$151K
CAM
280
Costello Asset Management
Pennsylvania
$142K
TFGT
281
TS Financial Group (TSFG)
Illinois
$135K
HBW
282
Hazlett, Burt & Watson
West Virginia
$124K
CMA
283
Cedar Mountain Advisors
Oregon
$122K
AP
284
Atwood & Palmer
Missouri
$117K
GAFA
285
Garton & Associates Financial Advisors
Kentucky
$112K
WWA
286
Wealth Watch Advisors
Colorado
$107K
CCMI
287
Creative Capital Management Investments
California
$105K
MWM
288
MGB Wealth Management
Texas
$104K
SAG
289
SageView Advisory Group
California
$98.8K
UB
290
UMB Bank
Missouri
$93.4K
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$91.6K
LAS
292
Lloyd Advisory Services
Georgia
$87.7K
WTA
293
Washington Trust Advisors
Massachusetts
$78K
NS
294
NBC Securities
Alabama
$74.9K
S
295
SignatureFD
Georgia
$70.7K
SWM
296
Spire Wealth Management
Virginia
$65.5K
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$63.5K
RIA
298
Realta Investment Advisors
Delaware
$60.3K
SEP
299
Signature Equity Partners
Ohio
$60K
MCM
300
MidAtlantic Capital Management
Virginia
$55.6K