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iShares Morningstar Growth ETF

325 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 110 increasing their positions, 97 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

62% less funds holding in top 10

Funds holding in top 10: 135 (-8)

Holders
325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
OC
251
Opinicus Capital
Florida
$233K
DWM
252
Destination Wealth Management
California
$230K
FIC
253
Family Investment Center
Missouri
$229K
BSCCG
254
Blue Sky Capital Consultants Group
California
$227K
MCM
255
Mainstay Capital Management
Michigan
$222K
AFA
256
Arlington Financial Advisors
California
$215K
PCH
257
PGIM Custom Harvest
New Jersey
$215K
AF
258
Allworth Financial
California
$215K
FFG
259
Floyd Financial Group
Missouri
$213K
EWS
260
Evergreen Wealth Solutions
Pennsylvania
$212K
KWA
261
Kingswood Wealth Advisors
California
$210K
CA
262
CoreCap Advisors
Michigan
$209K
SFS
263
Sowell Financial Services
Arkansas
$205K
PFPG
264
Pinnacle Financial Partners (Georgia)
Georgia
$205K
RRA
265
Red Reef Advisors
Florida
$204K
HIA
266
Harbor Investment Advisory
Maryland
$193K
AWM
267
AE Wealth Management
Kansas
$188K
HHGA
268
Halbert Hargrove Global Advisors
California
$171K
CA
269
Crewe Advisors
Utah
$166K
HFS
270
Hantz Financial Services
Michigan
$157K
GFA
271
Godfrey Financial Associates
New York
$148K
CAM
272
Costello Asset Management
Pennsylvania
$131K
TFGT
273
TS Financial Group (TSFG)
Illinois
$124K
HBW
274
Hazlett, Burt & Watson
West Virginia
$115K
AP
275
Atwood & Palmer
Missouri
$108K