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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
CWM
26
Cornerstone Wealth Management
Missouri
$11.5M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$11.1M
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$10.8M
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$9.75M
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$8.91M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$8.5M
IRC
32
Investors Research Corp
Georgia
$8.48M
FFA
33
Farther Finance Advisors
California
$8.26M
PAS
34
Park Avenue Securities
New York
$7.96M
MWM
35
Marietta Wealth Management
Georgia
$7.27M
LFAS
36
Level Four Advisory Services
Texas
$7.15M
WPIC
37
White Pine Investment Company
Michigan
$7.12M
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$6.99M
WCAMG
39
Woodard & Company Asset Management Group
North Carolina
$6.4M
ACA
40
Aptus Capital Advisors
Alabama
$6.4M
Two Sigma Investments
41
Two Sigma Investments
New York
$6.26M
P
42
&Partners
Tennessee
$6.04M
IWM
43
IHT Wealth Management
Illinois
$5.99M
SFG
44
Sunburst Financial Group
Alabama
$5.84M
MFG
45
Merit Financial Group
Georgia
$5.68M
IAG
46
Ipsen Advisor Group
Arkansas
$5.61M
JIC
47
Johnson Investment Counsel
Ohio
$5.57M
SPIA
48
Steward Partners Investment Advisory
New York
$5.53M
MCC
49
Money Concepts Capital
Florida
$5.24M
AFTS
50
American Financial & Tax Strategies
New York
$5.19M