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iShares Morningstar Growth ETF

322 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:

0.76% more ownership

Funds ownership: 58.38%59.15% (+0.76%)

5% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 100

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