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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
SEP
301
Signature Equity Partners
Ohio
$60K
MCM
302
MidAtlantic Capital Management
Virginia
$55.6K
SL
303
Salomon & Ludwin
Virginia
$55.1K
CPG
304
Cornerstone Planning Group
New Jersey
$52.3K
LFG
305
Larson Financial Group
Missouri
$52K
CVM
306
Cheviot Value Management
California
$48.5K
CI
307
CX Institutional
Indiana
$48K
HFS
308
Hantz Financial Services
Michigan
$47K
GJIA
309
Glass Jacobson Investment Advisors
Maryland
$45.5K
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$39.3K
RF
311
Rossby Financial
Florida
$38.7K
PA
312
Parallel Advisors
California
$36.9K
CJ
313
Caitlin John
Michigan
$35K
RDFA
314
Ritter Daniher Financial Advisory
Ohio
$31.2K
NB
315
NBT Bank
New York
$29.8K
JFA
316
JNBA Financial Advisors
Minnesota
$26.6K
MASM
317
MH & Associates Securities Management
California
$20.8K
BDPWM
318
Barnes Dennig Private Wealth Management
Ohio
$20.5K
FC
319
Financial Consulate
Maryland
$19.2K
NWM
320
Nova Wealth Management
Florida
$18.2K
AIC
321
Archer Investment Corporation
Indiana
$16.6K
DF
322
Dunhill Financial
United Kingdom
$13.5K
PMFA
323
Plante Moran Financial Advisors
Michigan
$11.1K
IA
324
IFP Advisors
Florida
$10.8K
SMA
325
Sage Mountain Advisors
Georgia
$10.4K