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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
FC
301
Financial Consulate
Maryland
$17.7K
SRCM
302
Signature Resources Capital Management
California
$17.2K
NWM
303
Nova Wealth Management
Florida
$16.7K
IA
304
IFP Advisors
Florida
$15.1K
DF
305
Dunhill Financial
United Kingdom
$12.4K
PF
306
Phoenix Financial
Israel
$11.4K
MA
307
MCF Advisors
Kentucky
$10.9K
VAI
308
Vanguard Advisers Inc
Pennsylvania
$10.7K
PMFA
309
Plante Moran Financial Advisors
Michigan
$10.2K
SMA
310
Sage Mountain Advisors
Georgia
$9.55K
PWPS
311
Pinnacle Wealth Planning Services
Ohio
$9.36K
CAL
312
Capital Analysts LLC
Pennsylvania
$8K
Russell Investments Group
313
Russell Investments Group
United Kingdom
$5.75K
TFA
314
Transamerica Financial Advisors
Florida
$4.41K
TLA
315
Tanglewood Legacy Advisors
Texas
$4.2K
FFL
316
Financial Freedom LLC
Ohio
$4.2K
HIW
317
Holos Integrated Wealth
Pennsylvania
$3.51K
ATPW
318
Ashton Thomas Private Wealth
Arizona
$2.48K
CFM
319
Cornerstone Financial Management
Massachusetts
$2.39K
MCA
320
McGuire Capital Advisors
Oklahoma
$2.39K
AA
321
Addison Advisors
Vermont
$1.53K
FGA
322
Fortis Group Advisors
New Jersey
$573
SAM
323
Smartleaf Asset Management
Massachusetts
$275
HNB
324
Huntington National Bank
Ohio
$95
OCM
325
One Capital Management
California