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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
PCIA
26
Prime Capital Investment Advisors
Kansas
$11.7M
CWM
27
Cornerstone Wealth Management
Missouri
$10.5M
Two Sigma Investments
28
Two Sigma Investments
New York
$10.2M
PAS
29
Park Avenue Securities
New York
$10.1M
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$9.21M
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$8.78M
IRC
32
Investors Research Corp
Georgia
$8.67M
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$8.11M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$6.97M
WPIC
35
White Pine Investment Company
Michigan
$6.97M
Bank of New York Mellon
36
Bank of New York Mellon
New York
$6.8M
MWM
37
Marietta Wealth Management
Georgia
$6.72M
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$6.37M
P
39
&Partners
Tennessee
$6.16M
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$6.15M
ACA
41
Aptus Capital Advisors
Alabama
$5.84M
SFG
42
Sunburst Financial Group
Alabama
$5.67M
IWM
43
IHT Wealth Management
Illinois
$5.53M
MFG
44
Merit Financial Group
Georgia
$5.18M
JIC
45
Johnson Investment Counsel
Ohio
$5.1M
SPIA
46
Steward Partners Investment Advisory
New York
$5.1M
IAG
47
Ipsen Advisor Group
Arkansas
$5.04M
AWMNH
48
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.98M
SFC
49
Strategic Financial Concepts
Texas
$4.97M
AFTS
50
American Financial & Tax Strategies
New York
$4.73M