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iShares Morningstar Growth ETF

324 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:

0.79% more ownership

Funds ownership: 58.5%59.29% (+0.79%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

Holders
324
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
BDPWM
301
Barnes Dennig Private Wealth Management
Ohio
$20.5K
FC
302
Financial Consulate
Maryland
$19.3K
NWM
303
Nova Wealth Management
Florida
$18.3K
Optiver Holding
304
Optiver Holding
Netherlands
$18K
AIC
305
Archer Investment Corporation
Indiana
$16.7K
DF
306
Dunhill Financial
United Kingdom
$13.5K
PMFA
307
Plante Moran Financial Advisors
Michigan
$11.2K
SMA
308
Sage Mountain Advisors
Georgia
$10.4K
CAL
309
Capital Analysts LLC
Pennsylvania
$9K
ETC
310
Exchange Traded Concepts
Oklahoma
$8.03K
IA
311
IFP Advisors
Florida
$7.41K
Russell Investments Group
312
Russell Investments Group
United Kingdom
$6.48K
AAS
313
Ameritas Advisory Services
Nebraska
$6.36K
PA
314
Pineridge Advisors
Missouri
$6.17K
TFA
315
Transamerica Financial Advisors
Florida
$4.8K
TLA
316
Tanglewood Legacy Advisors
Texas
$4.59K
FFL
317
Financial Freedom LLC
Ohio
$4.59K
WAM
318
WFA Asset Management
Wisconsin
$4.4K
HIW
319
Holos Integrated Wealth
Pennsylvania
$3.67K
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
$3.02K
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$2.92K
AA
322
Addison Advisors
Vermont
$1.67K
CIA
323
Cape Investment Advisory
Georgia
$417
SAM
324
Smartleaf Asset Management
Massachusetts
$311
HNB
325
Huntington National Bank
Ohio
$104