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iShares Morningstar Growth ETF

338 hedge funds and large institutions have $1.72B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
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
LFG
301
Larson Financial Group
Missouri
$52K
CVM
302
Cheviot Value Management
California
$48.5K
CI
303
CX Institutional
Indiana
$48K
HFS
304
Hantz Financial Services
Michigan
$47K
GJIA
305
Glass Jacobson Investment Advisors
Maryland
$45.5K
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$39.3K
RF
307
Rossby Financial
Florida
$38.7K
PA
308
Parallel Advisors
California
$36.9K
CJ
309
Caitlin John
Michigan
$35K
RDFA
310
Ritter Daniher Financial Advisory
Ohio
$31.2K
NB
311
NBT Bank
New York
$29.8K
JFA
312
JNBA Financial Advisors
Minnesota
$26.6K
MASM
313
MH & Associates Securities Management
California
$20.8K
BDPWM
314
Barnes Dennig Private Wealth Management
Ohio
$20.5K
FC
315
Financial Consulate
Maryland
$19.2K
NWM
316
Nova Wealth Management
Florida
$18.2K
AIC
317
Archer Investment Corporation
Indiana
$16.6K
DF
318
Dunhill Financial
United Kingdom
$13.5K
PMFA
319
Plante Moran Financial Advisors
Michigan
$11.1K
IA
320
IFP Advisors
Florida
$10.8K
SMA
321
Sage Mountain Advisors
Georgia
$10.4K
PWPS
322
Pinnacle Wealth Planning Services
Ohio
$10.2K
CAL
323
Capital Analysts LLC
Pennsylvania
$9K
Russell Investments Group
324
Russell Investments Group
United Kingdom
$6.47K
ETC
325
Exchange Traded Concepts
Oklahoma
$5.31K