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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
IP
176
Indivisible Partners
Florida
$594K
OAS
177
Optivise Advisory Services
Tennessee
$589K
AI
178
Atria Investments
North Carolina
$588K
IA
179
Invested Advisors
Pennsylvania
$581K
SEIA
180
Signature Estate & Investment Advisors
California
$577K
MFPI
181
Midwest Financial Partners Investments
Minnesota
$573K
AFW
182
Avantra Family Wealth
Pennsylvania
$562K
MIA
183
Milestone Investment Advisors
Wisconsin
$549K
CMP
184
Courage Miller Partners
Virginia
$539K
BCA
185
Bay Colony Advisors
Massachusetts
$535K
BFG
186
Bouchey Financial Group
New York
$526K
CFG
187
Cornerstone Financial Group
Nebraska
$524K
FA
188
Flagstar Advisors
New York
$518K
SWM
189
SK Wealth Management
Rhode Island
$514K
CWG
190
Cornerstone Wealth Group
North Carolina
$506K
AP
191
Aspect Partners
Virginia
$495K
WANY
192
Wealthspire Advisors (New York)
New York
$483K
SCM
193
SCS Capital Management
Massachusetts
$476K
MA
194
Mutual Advisors
Nebraska
$472K
PAG
195
Paladin Advisory Group
Iowa
$467K
NIWA
196
New Insight Wealth Advisors
California
$461K
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$456K
LWM
198
LJI Wealth Management
Indiana
$454K
AWM
199
Accel Wealth Management
Iowa
$453K
RWM
200
Redstone Wealth Management
Oklahoma
$445K