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iShares Morningstar Growth ETF

342 hedge funds and large institutions have $1.74B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
342
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
Nomura Asset Management
176
Nomura Asset Management
Japan
$594K
IP
177
Indivisible Partners
Florida
$594K
OAS
178
Optivise Advisory Services
Tennessee
$589K
AI
179
Atria Investments
North Carolina
$588K
IA
180
Invested Advisors
Pennsylvania
$581K
SEIA
181
Signature Estate & Investment Advisors
California
$577K
MFPI
182
Midwest Financial Partners Investments
Minnesota
$573K
AFW
183
Avantra Family Wealth
Pennsylvania
$562K
MIA
184
Milestone Investment Advisors
Wisconsin
$549K
CMP
185
Courage Miller Partners
Virginia
$539K
BCA
186
Bay Colony Advisors
Massachusetts
$535K
BFG
187
Bouchey Financial Group
New York
$526K
CFG
188
Cornerstone Financial Group
Nebraska
$524K
FA
189
Flagstar Advisors
New York
$518K
SWM
190
SK Wealth Management
Rhode Island
$514K
CWG
191
Cornerstone Wealth Group
North Carolina
$506K
AP
192
Aspect Partners
Virginia
$495K
WANY
193
Wealthspire Advisors (New York)
New York
$483K
SCM
194
SCS Capital Management
Massachusetts
$476K
VFS
195
Valpey Financial Services
New Hampshire
$475K
MA
196
Mutual Advisors
Nebraska
$472K
PAG
197
Paladin Advisory Group
Iowa
$467K
NIWA
198
New Insight Wealth Advisors
California
$461K
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$456K
LWM
200
LJI Wealth Management
Indiana
$454K