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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
AWMNH
51
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.97M
VFS
52
Valpey Financial Services
New Hampshire
$4.57M
CC
53
Corsicana & Co
Texas
$4.55M
SFC
54
Strategic Financial Concepts
Texas
$4.4M
RPGK
55
Retirement Planning Group (Kansas)
Kansas
$4.35M
MWP
56
Madison Wealth Partners
Wisconsin
$4.18M
Creative Planning
57
Creative Planning
Kansas
$4.14M
Bank of New York Mellon
58
Bank of New York Mellon
New York
$4.09M
NWA
59
Northwest Wealth Advisors
Washington
$3.85M
TFCP
60
Twin Focus Capital Partners
Massachusetts
$3.7M
GIA
61
Gladstone Institutional Advisory
Florida
$3.65M
VA
62
VestGen Advisors
Illinois
$3.58M
SA
63
Sanctuary Advisors
Indiana
$3.53M
BAMG
64
Brand Asset Management Group
Missouri
$3.47M
Citigroup
65
Citigroup
New York
$3.47M
JSA
66
Jim Saulnier & Associates
Colorado
$3.46M
Corient Private Wealth
67
Corient Private Wealth
Florida
$3.36M
GG
68
GenWealth Group
New Jersey
$3.31M
Fidelity Investments
69
Fidelity Investments
Massachusetts
$3.29M
SWM
70
Steinberganna Wealth Management
New York
$3.28M
PAG
71
Private Advisor Group
New Jersey
$3.21M
ASN
72
Advisory Services Network
Georgia
$2.95M
Stifel Financial
73
Stifel Financial
Missouri
$2.87M
SC
74
Savant Capital
Illinois
$2.79M
FFN
75
Focus Financial Network
Minnesota
$2.74M