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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
PA
276
Parallel Advisors
California
$89.7K
UB
277
UMB Bank
Missouri
$85.7K
WTA
278
Washington Trust Advisors
Massachusetts
$71.6K
NS
279
NBC Securities
Alabama
$68.7K
SEP
280
Signature Equity Partners
Ohio
$65.3K
S
281
SignatureFD
Georgia
$64.9K
GAG
282
Goodman Advisory Group
Massachusetts
$59.1K
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$58.2K
RIA
284
Realta Investment Advisors
Delaware
$55.4K
SL
285
Salomon & Ludwin
Virginia
$50.9K
LFG
286
Larson Financial Group
Missouri
$47.7K
CI
287
CX Institutional
Indiana
$44K
CVM
288
Cheviot Value Management
California
$43.7K
SWM
289
Spire Wealth Management
Virginia
$43.4K
GJIA
290
Glass Jacobson Investment Advisors
Maryland
$41.8K
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$36.1K
RF
292
Rossby Financial
Florida
$36K
SIM
293
Synergy Investment Management
Florida
$33.9K
CJ
294
Caitlin John
Michigan
$32.1K
RDFA
295
Ritter Daniher Financial Advisory
Ohio
$28.7K
NB
296
NBT Bank
New York
$27.3K
CPG
297
Cornerstone Planning Group
New Jersey
$26.4K
JFA
298
JNBA Financial Advisors
Minnesota
$24.4K
MASM
299
MH & Associates Securities Management
California
$19.1K
BDPWM
300
Barnes Dennig Private Wealth Management
Ohio
$18.8K