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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
PTC
151
Private Trust Company
Ohio
$853K
HWM
152
HB Wealth Management
Georgia
$841K
TSMHT
153
Thurston Springer Miller Herd & Titak
Indiana
$832K
CFP
154
Catalyst Financial Partners
Massachusetts
$817K
KFI
155
Key Financial Inc
Pennsylvania
$805K
GHA
156
GW Henssler & Associates
Georgia
$799K
HWA
157
HHM Wealth Advisors
Tennessee
$793K
CPCP
158
Cedar Point Capital Partners
Iowa
$793K
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$793K
WBG
160
Wharton Business Group
Pennsylvania
$770K
LI
161
LRI Investments
Florida
$752K
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$724K
F4L
163
Fortune 45 LLC
Louisiana
$723K
US Bancorp
164
US Bancorp
Minnesota
$707K
VCM
165
Vision Capital Management
Oregon
$701K
SS
166
Sunbelt Securities
Texas
$680K
BC
167
Bowman & Company
Wisconsin
$677K
PP
168
Patten & Patten
Tennessee
$647K
William Blair & Company
169
William Blair & Company
Illinois
$641K
RTL
170
Red Tortoise LLC
Georgia
$632K
OWA
171
Outlook Wealth Advisors
Texas
$627K
MA
172
MKT Advisors
California
$609K
MG
173
Mather Group
Illinois
$607K
PFA
174
Plotkin Financial Advisors
Maryland
$595K
Nomura Asset Management
175
Nomura Asset Management
Japan
$594K