We are live on ! Find out more
ILCG icon

iShares Morningstar Growth ETF

326 hedge funds and large institutions have $1.46B invested in iShares Morningstar Growth ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 111 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

54% less funds holding in top 10

Funds holding in top 10: 136 (-7)

Holders
326
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
BFS
251
BridgePort Financial Solutions
Iowa
$236K
OC
252
Opinicus Capital
Florida
$233K
DWM
253
Destination Wealth Management
California
$230K
FIC
254
Family Investment Center
Missouri
$229K
BSCCG
255
Blue Sky Capital Consultants Group
California
$227K
MCM
256
Mainstay Capital Management
Michigan
$222K
AFA
257
Arlington Financial Advisors
California
$215K
PCH
258
PGIM Custom Harvest
New Jersey
$215K
AF
259
Allworth Financial
California
$215K
FFG
260
Floyd Financial Group
Missouri
$213K
EWS
261
Evergreen Wealth Solutions
Pennsylvania
$212K
KWA
262
Kingswood Wealth Advisors
California
$210K
CA
263
CoreCap Advisors
Michigan
$209K
SFS
264
Sowell Financial Services
Arkansas
$205K
PFPG
265
Pinnacle Financial Partners (Georgia)
Georgia
$205K
RRA
266
Red Reef Advisors
Florida
$204K
HIA
267
Harbor Investment Advisory
Maryland
$193K
AWM
268
AE Wealth Management
Kansas
$188K
HHGA
269
Halbert Hargrove Global Advisors
California
$171K
CA
270
Crewe Advisors
Utah
$166K
HFS
271
Hantz Financial Services
Michigan
$157K
GFA
272
Godfrey Financial Associates
New York
$148K
CAM
273
Costello Asset Management
Pennsylvania
$131K
TFGT
274
TS Financial Group (TSFG)
Illinois
$124K
HBW
275
Hazlett, Burt & Watson
West Virginia
$115K