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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
Russell Investments Group
326
Russell Investments Group
United Kingdom
$6.47K
ETC
327
Exchange Traded Concepts
Oklahoma
$5.31K
TFA
328
Transamerica Financial Advisors
Florida
$4.8K
TLA
329
Tanglewood Legacy Advisors
Texas
$4.58K
FFL
330
Financial Freedom LLC
Ohio
$4.58K
HIW
331
Holos Integrated Wealth
Pennsylvania
$3.74K
MCA
332
McGuire Capital Advisors
Oklahoma
$2.6K
CFM
333
Cornerstone Financial Management
Massachusetts
$2.6K
AA
334
Addison Advisors
Vermont
$1.67K
SRCM
335
Signature Resources Capital Management
California
$728
FGA
336
Fortis Group Advisors
New Jersey
$624
KFG
337
Kingdom Financial Group
Arizona
$520
SAM
338
Smartleaf Asset Management
Massachusetts
$315
HNB
339
Huntington National Bank
Ohio
$104
CWM
340
Copia Wealth Management
Oregon
$104
MI
341
Motiv8 Investments
Florida
$2
AI
342
AdvisorShares Investments
Maryland
TWM
343
Trinity Wealth Management
Pennsylvania
ATS
344
Ashton Thomas Securities
New York
PFS
345
Prospera Financial Services
Texas
DSCM
346
Del-Sette Capital Management
New York
Citadel Advisors
347
Citadel Advisors
Florida
BBW
348
Blue Barn Wealth
Utah
BOSSRA
349
B.O.S.S. Retirement Advisors
Utah
Goldman Sachs
350
Goldman Sachs
New York