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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
KPWS
126
Kestra Private Wealth Services
Texas
$1.14M
PPWM
127
Paragon Private Wealth Management
Kentucky
$1.14M
Baird Financial Group
128
Baird Financial Group
Wisconsin
$1.12M
AHC
129
Adell Harriman & Carpenter
Texas
$1.09M
EFA
130
Edge Financial Advisors
Illinois
$1.08M
TPWA
131
Twin Peaks Wealth Advisors
California
$1.08M
PS
132
Principal Securities
Iowa
$1.04M
W
133
Wealthquest
Ohio
$1.02M
CFG
134
Cooper Financial Group
California
$1M
EPW
135
Evolve Private Wealth
California
$1,000K
GA
136
Goldstein Advisors
Wisconsin
$985K
AB
137
ANB Bank
Colorado
$977K
PWS
138
Proactive Wealth Strategies
Georgia
$972K
SF
139
Summit Financial
New Jersey
$955K
HFA
140
Hershey Financial Advisers
Pennsylvania
$950K
FCIM
141
Fairview Capital Investment Management
California
$946K
MPIA
142
Milestones Private Investment Advisors
New York
$932K
BC
143
Brio Consultants
California
$920K
PA
144
Pinnacle Associates
New York
$899K
IWC
145
Integrated Wealth Concepts
Massachusetts
$897K
DA
146
Drake & Associates
Wisconsin
$895K
LW
147
Livet Wealth
Utah
$887K
NF
148
Nvest Financial
New Hampshire
$885K
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$879K
SAM
150
Summit Asset Management
Tennessee
$862K