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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
MASM
301
MH & Associates Securities Management
California
$19.1K
BDPWM
302
Barnes Dennig Private Wealth Management
Ohio
$18.8K
FC
303
Financial Consulate
Maryland
$17.7K
SRCM
304
Signature Resources Capital Management
California
$17.2K
NWM
305
Nova Wealth Management
Florida
$16.7K
IA
306
IFP Advisors
Florida
$15.1K
DF
307
Dunhill Financial
United Kingdom
$12.4K
PF
308
Phoenix Financial
Israel
$11.4K
MA
309
MCF Advisors
Kentucky
$10.9K
VAI
310
Vanguard Advisers Inc
Pennsylvania
$10.7K
PMFA
311
Plante Moran Financial Advisors
Michigan
$10.2K
SMA
312
Sage Mountain Advisors
Georgia
$9.55K
PWPS
313
Pinnacle Wealth Planning Services
Ohio
$9.36K
CAL
314
Capital Analysts LLC
Pennsylvania
$8K
Russell Investments Group
315
Russell Investments Group
United Kingdom
$5.75K
TFA
316
Transamerica Financial Advisors
Florida
$4.41K
TLA
317
Tanglewood Legacy Advisors
Texas
$4.2K
FFL
318
Financial Freedom LLC
Ohio
$4.2K
HIW
319
Holos Integrated Wealth
Pennsylvania
$3.51K
ATPW
320
Ashton Thomas Private Wealth
Arizona
$2.48K
CFM
321
Cornerstone Financial Management
Massachusetts
$2.39K
MCA
322
McGuire Capital Advisors
Oklahoma
$2.39K
AA
323
Addison Advisors
Vermont
$1.53K
FGA
324
Fortis Group Advisors
New Jersey
$573
SAM
325
Smartleaf Asset Management
Massachusetts
$275