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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
RWM
201
Redstone Wealth Management
Oklahoma
$445K
REMPR
202
Roof Eidam Maycock Peralta (REMP)
California
$442K
SPWG
203
Syntegra Private Wealth Group
Missouri
$442K
BlackRock
204
BlackRock
New York
$438K
AAS
205
Annex Advisory Services
Wisconsin
$435K
IA
206
IFG Advisory
Georgia
$432K
CB
207
Commerce Bank
Missouri
$428K
GS
208
GTS Securities
New York
$420K
SB
209
Strategic Blueprint
Georgia
$408K
KA
210
Kovack Advisors
Florida
$405K
PCMC
211
Paragon Capital Management (Colorado)
Colorado
$399K
AC
212
AlphaCore Capital
California
$395K
SFA
213
Sequoia Financial Advisors
Ohio
$389K
WIA
214
World Investment Advisors
California
$389K
JWCA
215
J.W. Cole Advisors
Florida
$376K
AL
216
Aspiriant LLC
California
$376K
GHAM
217
Gilman Hill Asset Management
Connecticut
$360K
EGA
218
Eagle Global Advisors
Texas
$345K
EWA
219
EP Wealth Advisors
California
$334K
EAM
220
Evanson Asset Management
California
$323K
AAP
221
Arax Advisory Partners
Colorado
$320K
Brown Advisory
222
Brown Advisory
Maryland
$318K
SWP
223
Stratos Wealth Partners
Ohio
$315K
PIC
224
Platt Investment Counsel
Florida
$312K
KLI
225
Kelman-Lazarov Inc
Tennessee
$308K