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iShares Morningstar Growth ETF

316 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, 97 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:

0.76% more ownership

Funds ownership: 58.26%59.02% (+0.76%)

3% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 97

Holders
316
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
PMFA
301
Plante Moran Financial Advisors
Michigan
$11.2K
SMA
302
Sage Mountain Advisors
Georgia
$10.4K
CAL
303
Capital Analysts LLC
Pennsylvania
$9K
ETC
304
Exchange Traded Concepts
Oklahoma
$8.03K
IA
305
IFP Advisors
Florida
$7.41K
Russell Investments Group
306
Russell Investments Group
United Kingdom
$6.48K
AAS
307
Ameritas Advisory Services
Nebraska
$6.36K
PA
308
Pineridge Advisors
Missouri
$6.17K
TFA
309
Transamerica Financial Advisors
Florida
$4.8K
TLA
310
Tanglewood Legacy Advisors
Texas
$4.59K
FFL
311
Financial Freedom LLC
Ohio
$4.59K
WAM
312
WFA Asset Management
Wisconsin
$4.4K
Qube Research & Technologies (QRT)
313
Qube Research & Technologies (QRT)
United Kingdom
$3.02K
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$2.92K
AA
315
Addison Advisors
Vermont
$1.67K
SAM
316
Smartleaf Asset Management
Massachusetts
$311
HNB
317
Huntington National Bank
Ohio
$104
WA
318
Win Advisors
Florida
ECA
319
Elevation Capital Advisory
Oregon
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
EFG
321
Ethos Financial Group
Pennsylvania
TSMHT
322
Thurston Springer Miller Herd & Titak
Indiana
Marshall Wace
323
Marshall Wace
United Kingdom
OMC
324
Old Mission Capital
Illinois
PCS
325
Personal CFO Solutions
New Jersey