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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$11.1M
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$10.8M
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$9.75M
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$8.91M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$8.5M
IRC
31
Investors Research Corp
Georgia
$8.48M
FFA
32
Farther Finance Advisors
California
$8.26M
PAS
33
Park Avenue Securities
New York
$7.96M
MWM
34
Marietta Wealth Management
Georgia
$7.27M
LFAS
35
Level Four Advisory Services
Texas
$7.15M
WPIC
36
White Pine Investment Company
Michigan
$7.12M
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$6.99M
WCAMG
38
Woodard & Company Asset Management Group
North Carolina
$6.4M
ACA
39
Aptus Capital Advisors
Alabama
$6.4M
Two Sigma Investments
40
Two Sigma Investments
New York
$6.26M
P
41
&Partners
Tennessee
$6.04M
IWM
42
IHT Wealth Management
Illinois
$5.99M
SFG
43
Sunburst Financial Group
Alabama
$5.84M
MFG
44
Merit Financial Group
Georgia
$5.68M
IAG
45
Ipsen Advisor Group
Arkansas
$5.61M
JIC
46
Johnson Investment Counsel
Ohio
$5.57M
SPIA
47
Steward Partners Investment Advisory
New York
$5.53M
MCC
48
Money Concepts Capital
Florida
$5.24M
AFTS
49
American Financial & Tax Strategies
New York
$5.19M
D
50
Dentgroup
Louisiana
$5.14M