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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
OCM
76
One Capital Management
California
$2.74M
RWP
77
RWA Wealth Partners
Massachusetts
$2.72M
AWA
78
Asempa Wealth Advisors
Louisiana
$2.52M
NSIM
79
North Star Investment Management
Illinois
$2.5M
AWA
80
Arkadios Wealth Advisors
Georgia
$2.46M
FHA
81
Flagship Harbor Advisors
Massachusetts
$2.45M
AssetMark Inc
82
AssetMark Inc
California
$2.39M
BCI
83
Brinker Capital Investments
Pennsylvania
$2.38M
SRWM
84
Shira Ridge Wealth Management
California
$2.31M
PFG
85
Pinnacle Financial Group
Illinois
$2.27M
CAL
86
Capital Advisors Ltd
Ohio
$2.19M
CIA
87
Cape Investment Advisory
Georgia
$2.18M
GWS
88
Greykasell Wealth Strategies
California
$2.13M
Jones Financial Companies
89
Jones Financial Companies
Missouri
$2.12M
DWP
90
Daymark Wealth Partners
Ohio
$2.08M
HighTower Advisors
91
HighTower Advisors
Illinois
$2.05M
BFA
92
Beacon Financial Advisory
Ohio
$2.01M
HGWM
93
Horst & Graben Wealth Management
Oregon
$1.95M
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.91M
NA
95
NewEdge Advisors
Louisiana
$1.91M
XF
96
XML Financial
Maryland
$1.86M
KIM
97
Kane Investment Management
California
$1.85M
GRP
98
Global Retirement Partners
California
$1.82M
PCG
99
Prosperity Consulting Group
Maryland
$1.8M
TW
100
Towerpoint Wealth
California
$1.75M