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iShares Morningstar Growth ETF

323 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, 109 increasing their positions, 95 reducing their positions, and 25 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: $ → $

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

69% less funds holding in top 10

Funds holding in top 10: 134 (-9)

Holders
323
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
FIC
251
Family Investment Center
Missouri
$229K
BSCCG
252
Blue Sky Capital Consultants Group
California
$227K
MCM
253
Mainstay Capital Management
Michigan
$222K
AFA
254
Arlington Financial Advisors
California
$215K
PCH
255
PGIM Custom Harvest
New Jersey
$215K
AF
256
Allworth Financial
California
$215K
FFG
257
Floyd Financial Group
Missouri
$213K
EWS
258
Evergreen Wealth Solutions
Pennsylvania
$212K
KWA
259
Kingswood Wealth Advisors
California
$210K
CA
260
CoreCap Advisors
Michigan
$209K
SFS
261
Sowell Financial Services
Arkansas
$205K
PFPG
262
Pinnacle Financial Partners (Georgia)
Georgia
$205K
RRA
263
Red Reef Advisors
Florida
$204K
HIA
264
Harbor Investment Advisory
Maryland
$193K
AWM
265
AE Wealth Management
Kansas
$188K
HHGA
266
Halbert Hargrove Global Advisors
California
$171K
CA
267
Crewe Advisors
Utah
$166K
HFS
268
Hantz Financial Services
Michigan
$157K
GFA
269
Godfrey Financial Associates
New York
$148K
CAM
270
Costello Asset Management
Pennsylvania
$131K
TFGT
271
TS Financial Group (TSFG)
Illinois
$124K
HBW
272
Hazlett, Burt & Watson
West Virginia
$115K
AP
273
Atwood & Palmer
Missouri
$108K
CMA
274
Cedar Mountain Advisors
Oregon
$97.4K
CCMI
275
Creative Capital Management Investments
California
$96.1K