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iShares Morningstar Growth ETF

314 hedge funds and large institutions have $1.81B invested in iShares Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 96 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 58.26%59.01% (+0.75%)

2% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 96

Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
JIC
51
Johnson Investment Counsel
Ohio
$5.59M
AFTS
52
American Financial & Tax Strategies
New York
$5.23M
D
53
Dentgroup
Louisiana
$5.21M
MCC
54
Money Concepts Capital
Florida
$5.12M
AWMNH
55
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.96M
Stifel Financial
56
Stifel Financial
Missouri
$4.73M
CC
57
Corsicana & Co
Texas
$4.52M
RPGK
58
Retirement Planning Group (Kansas)
Kansas
$4.37M
Creative Planning
59
Creative Planning
Kansas
$4.35M
MWP
60
Madison Wealth Partners
Wisconsin
$4.24M
Citigroup
61
Citigroup
New York
$4.21M
RA
62
RFG Advisory
Alabama
$3.98M
TFCP
63
Twin Focus Capital Partners
Massachusetts
$3.67M
BAMG
64
Brand Asset Management Group
Missouri
$3.64M
VA
65
VestGen Advisors
Illinois
$3.62M
FFN
66
Focus Financial Network
Minnesota
$3.61M
JSA
67
Jim Saulnier & Associates
Colorado
$3.53M
SWM
68
Steinberganna Wealth Management
New York
$3.36M
GG
69
GenWealth Group
New Jersey
$3.28M
Bank of New York Mellon
70
Bank of New York Mellon
New York
$3.2M
Fidelity Investments
71
Fidelity Investments
Massachusetts
$3.14M
AHC
72
Adell Harriman & Carpenter
Texas
$2.84M
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$2.79M
ASN
74
Advisory Services Network
Georgia
$2.78M
SC
75
Savant Capital
Illinois
$2.78M