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iShares Morningstar Growth ETF

340 hedge funds and large institutions have $1.73B invested in iShares Morningstar Growth ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 101 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: 101 | Existing positions reduced: 108

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
340
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
VFS
194
Valpey Financial Services
New Hampshire
$475K
MA
195
Mutual Advisors
Nebraska
$472K
PAG
196
Paladin Advisory Group
Iowa
$467K
NIWA
197
New Insight Wealth Advisors
California
$461K
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$456K
LWM
199
LJI Wealth Management
Indiana
$454K
AWM
200
Accel Wealth Management
Iowa
$453K