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iShares Morningstar Growth ETF

340 hedge funds and large institutions have $1.73B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 101 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: 101 | Existing positions reduced: 108

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
340
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
SL
301
Salomon & Ludwin
Virginia
$55.1K
CPG
302
Cornerstone Planning Group
New Jersey
$52.3K
LFG
303
Larson Financial Group
Missouri
$52K
CVM
304
Cheviot Value Management
California
$48.5K
CI
305
CX Institutional
Indiana
$48K
HFS
306
Hantz Financial Services
Michigan
$47K
GJIA
307
Glass Jacobson Investment Advisors
Maryland
$45.5K
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$39.3K
RF
309
Rossby Financial
Florida
$38.7K
PA
310
Parallel Advisors
California
$36.9K
CJ
311
Caitlin John
Michigan
$35K
RDFA
312
Ritter Daniher Financial Advisory
Ohio
$31.2K
NB
313
NBT Bank
New York
$29.8K
JFA
314
JNBA Financial Advisors
Minnesota
$26.6K
MASM
315
MH & Associates Securities Management
California
$20.8K
BDPWM
316
Barnes Dennig Private Wealth Management
Ohio
$20.5K
FC
317
Financial Consulate
Maryland
$19.2K
NWM
318
Nova Wealth Management
Florida
$18.2K
AIC
319
Archer Investment Corporation
Indiana
$16.6K
DF
320
Dunhill Financial
United Kingdom
$13.5K
PMFA
321
Plante Moran Financial Advisors
Michigan
$11.1K
IA
322
IFP Advisors
Florida
$10.8K
SMA
323
Sage Mountain Advisors
Georgia
$10.4K
PWPS
324
Pinnacle Wealth Planning Services
Ohio
$10.2K
CAL
325
Capital Analysts LLC
Pennsylvania
$9K