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
JFA
301
JNBA Financial Advisors
Minnesota
$24.4K
MASM
302
MH & Associates Securities Management
California
$19.1K
BDPWM
303
Barnes Dennig Private Wealth Management
Ohio
$18.8K
FC
304
Financial Consulate
Maryland
$17.7K
SRCM
305
Signature Resources Capital Management
California
$17.2K
NWM
306
Nova Wealth Management
Florida
$16.7K
IA
307
IFP Advisors
Florida
$15.1K
DF
308
Dunhill Financial
United Kingdom
$12.4K
PF
309
Phoenix Financial
Israel
$11.4K
MA
310
MCF Advisors
Kentucky
$10.9K
VAI
311
Vanguard Advisers Inc
Pennsylvania
$10.7K
PMFA
312
Plante Moran Financial Advisors
Michigan
$10.2K
SMA
313
Sage Mountain Advisors
Georgia
$9.55K
PWPS
314
Pinnacle Wealth Planning Services
Ohio
$9.36K
CAL
315
Capital Analysts LLC
Pennsylvania
$8K
Russell Investments Group
316
Russell Investments Group
United Kingdom
$5.75K
TFA
317
Transamerica Financial Advisors
Florida
$4.41K
FFL
318
Financial Freedom LLC
Ohio
$4.2K
TLA
319
Tanglewood Legacy Advisors
Texas
$4.2K
HIW
320
Holos Integrated Wealth
Pennsylvania
$3.51K
ATPW
321
Ashton Thomas Private Wealth
Arizona
$2.48K
CFM
322
Cornerstone Financial Management
Massachusetts
$2.39K
MCA
323
McGuire Capital Advisors
Oklahoma
$2.39K
AA
324
Addison Advisors
Vermont
$1.53K
FGA
325
Fortis Group Advisors
New Jersey
$573