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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
TFA
326
Transamerica Financial Advisors
Florida
$4.8K
TLA
327
Tanglewood Legacy Advisors
Texas
$4.58K
FFL
328
Financial Freedom LLC
Ohio
$4.58K
HIW
329
Holos Integrated Wealth
Pennsylvania
$3.74K
CFM
330
Cornerstone Financial Management
Massachusetts
$2.6K
MCA
331
McGuire Capital Advisors
Oklahoma
$2.6K
AA
332
Addison Advisors
Vermont
$1.67K
SRCM
333
Signature Resources Capital Management
California
$728
FGA
334
Fortis Group Advisors
New Jersey
$624
KFG
335
Kingdom Financial Group
Arizona
$520
SAM
336
Smartleaf Asset Management
Massachusetts
$315
HNB
337
Huntington National Bank
Ohio
$104
CWM
338
Copia Wealth Management
Oregon
$104
MI
339
Motiv8 Investments
Florida
$2
AI
340
AdvisorShares Investments
Maryland
TWM
341
Trinity Wealth Management
Pennsylvania
ATS
342
Ashton Thomas Securities
New York
PFS
343
Prospera Financial Services
Texas
DSCM
344
Del-Sette Capital Management
New York
Citadel Advisors
345
Citadel Advisors
Florida
BBW
346
Blue Barn Wealth
Utah
BOSSRA
347
B.O.S.S. Retirement Advisors
Utah
Goldman Sachs
348
Goldman Sachs
New York
CCM
349
Chilton Capital Management
Texas
TAFW
350
Tred Avon Family Wealth
Maryland