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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
CWM
26
Cornerstone Wealth Management
Missouri
$10.5M
Two Sigma Investments
27
Two Sigma Investments
New York
$10.2M
PAS
28
Park Avenue Securities
New York
$10.1M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$9.21M
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$8.78M
IRC
31
Investors Research Corp
Georgia
$8.67M
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$8.11M
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$6.97M
WPIC
34
White Pine Investment Company
Michigan
$6.97M
Bank of New York Mellon
35
Bank of New York Mellon
New York
$6.8M
MWM
36
Marietta Wealth Management
Georgia
$6.72M
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$6.37M
P
38
&Partners
Tennessee
$6.16M
WCAMG
39
Woodard & Company Asset Management Group
North Carolina
$6.15M
ACA
40
Aptus Capital Advisors
Alabama
$5.84M
SFG
41
Sunburst Financial Group
Alabama
$5.67M
IWM
42
IHT Wealth Management
Illinois
$5.53M
MFG
43
Merit Financial Group
Georgia
$5.18M
JIC
44
Johnson Investment Counsel
Ohio
$5.1M
SPIA
45
Steward Partners Investment Advisory
New York
$5.1M
AWMNH
46
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.98M
SFC
47
Strategic Financial Concepts
Texas
$4.97M
AFTS
48
American Financial & Tax Strategies
New York
$4.73M
MCC
49
Money Concepts Capital
Florida
$4.25M
RPGK
50
Retirement Planning Group (Kansas)
Kansas
$3.99M