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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
REMPR
201
Roof Eidam Maycock Peralta (REMP)
California
$442K
SPWG
202
Syntegra Private Wealth Group
Missouri
$442K
BlackRock
203
BlackRock
New York
$438K
AAS
204
Annex Advisory Services
Wisconsin
$435K
IA
205
IFG Advisory
Georgia
$432K
CB
206
Commerce Bank
Missouri
$428K
GS
207
GTS Securities
New York
$420K
SB
208
Strategic Blueprint
Georgia
$408K
KA
209
Kovack Advisors
Florida
$405K
PCMC
210
Paragon Capital Management (Colorado)
Colorado
$399K
AC
211
AlphaCore Capital
California
$395K
SFA
212
Sequoia Financial Advisors
Ohio
$389K
WIA
213
World Investment Advisors
California
$389K
JWCA
214
J.W. Cole Advisors
Florida
$376K
AL
215
Aspiriant LLC
California
$376K
GHAM
216
Gilman Hill Asset Management
Connecticut
$360K
EGA
217
Eagle Global Advisors
Texas
$345K
EWA
218
EP Wealth Advisors
California
$334K
EAM
219
Evanson Asset Management
California
$323K
AAP
220
Arax Advisory Partners
Colorado
$320K
Brown Advisory
221
Brown Advisory
Maryland
$318K
SWP
222
Stratos Wealth Partners
Ohio
$315K
PIC
223
Platt Investment Counsel
Florida
$312K
KLI
224
Kelman-Lazarov Inc
Tennessee
$308K
MMHP
225
Murphy Middleton Hinkle & Parker
Georgia
$308K