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iShares Morningstar Growth ETF

314 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, 96 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:

0.75% more ownership

Funds ownership: 58.26%59.01% (+0.75%)

2% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 96

Holders
314
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
SMA
301
Sage Mountain Advisors
Georgia
$10.4K
CAL
302
Capital Analysts LLC
Pennsylvania
$9K
ETC
303
Exchange Traded Concepts
Oklahoma
$8.03K
Russell Investments Group
304
Russell Investments Group
United Kingdom
$6.48K
AAS
305
Ameritas Advisory Services
Nebraska
$6.36K
PA
306
Pineridge Advisors
Missouri
$6.17K
TFA
307
Transamerica Financial Advisors
Florida
$4.8K
TLA
308
Tanglewood Legacy Advisors
Texas
$4.59K
FFL
309
Financial Freedom LLC
Ohio
$4.59K
WAM
310
WFA Asset Management
Wisconsin
$4.4K
Qube Research & Technologies (QRT)
311
Qube Research & Technologies (QRT)
United Kingdom
$3.02K
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$2.92K
AA
313
Addison Advisors
Vermont
$1.67K
SAM
314
Smartleaf Asset Management
Massachusetts
$311
HNB
315
Huntington National Bank
Ohio
$104
WA
316
Win Advisors
Florida
ECA
317
Elevation Capital Advisory
Oregon
PFGIA
318
Patriot Financial Group Insurance Agency
Massachusetts
EFG
319
Ethos Financial Group
Pennsylvania
TSMHT
320
Thurston Springer Miller Herd & Titak
Indiana
Marshall Wace
321
Marshall Wace
United Kingdom
OMC
322
Old Mission Capital
Illinois
PCS
323
Personal CFO Solutions
New Jersey
SXL
324
Summit X LLC
Missouri
LWANC
325
Laurel Wealth Advisors (North Carolina)
North Carolina