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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
CMA
276
Cedar Mountain Advisors
Oregon
$97.4K
CCMI
277
Creative Capital Management Investments
California
$96.1K
PA
278
Parallel Advisors
California
$89.7K
UB
279
UMB Bank
Missouri
$85.7K
WTA
280
Washington Trust Advisors
Massachusetts
$71.6K
NS
281
NBC Securities
Alabama
$68.7K
SEP
282
Signature Equity Partners
Ohio
$65.3K
S
283
SignatureFD
Georgia
$64.9K
GAG
284
Goodman Advisory Group
Massachusetts
$59.1K
Bank of Montreal
285
Bank of Montreal
Ontario, Canada
$58.2K
RIA
286
Realta Investment Advisors
Delaware
$55.4K
SL
287
Salomon & Ludwin
Virginia
$50.9K
LFG
288
Larson Financial Group
Missouri
$47.7K
CI
289
CX Institutional
Indiana
$44K
CVM
290
Cheviot Value Management
California
$43.7K
SWM
291
Spire Wealth Management
Virginia
$43.4K
GJIA
292
Glass Jacobson Investment Advisors
Maryland
$41.8K
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$36.1K
RF
294
Rossby Financial
Florida
$36K
SIM
295
Synergy Investment Management
Florida
$33.9K
CJ
296
Caitlin John
Michigan
$32.1K
RDFA
297
Ritter Daniher Financial Advisory
Ohio
$28.7K
NB
298
NBT Bank
New York
$27.3K
CPG
299
Cornerstone Planning Group
New Jersey
$26.4K
JFA
300
JNBA Financial Advisors
Minnesota
$24.4K