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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
RPGK
51
Retirement Planning Group (Kansas)
Kansas
$3.99M
ECA
52
Elevation Capital Advisory
Oregon
$3.96M
Creative Planning
53
Creative Planning
Kansas
$3.95M
MWP
54
Madison Wealth Partners
Wisconsin
$3.92M
SA
55
Sanctuary Advisors
Indiana
$3.9M
NWA
56
Northwest Wealth Advisors
Washington
$3.86M
Fidelity Investments
57
Fidelity Investments
Massachusetts
$3.66M
VA
58
VestGen Advisors
Illinois
$3.59M
TFCP
59
Twin Focus Capital Partners
Massachusetts
$3.4M
CC
60
Corsicana & Co
Texas
$3.33M
JSA
61
Jim Saulnier & Associates
Colorado
$3.15M
BNMT
62
Bawa N Mallick Trust
New York
$3.14M
Citigroup
63
Citigroup
New York
$3.12M
BAMG
64
Brand Asset Management Group
Missouri
$3.11M
FFA
65
Farther Finance Advisors
California
$3.02M
GG
66
GenWealth Group
New Jersey
$2.98M
BCI
67
Brinker Capital Investments
Pennsylvania
$2.87M
PAG
68
Private Advisor Group
New Jersey
$2.84M
SWM
69
Steinberganna Wealth Management
New York
$2.79M
ASN
70
Advisory Services Network
Georgia
$2.75M
Goldman Sachs
71
Goldman Sachs
New York
$2.66M
Stifel Financial
72
Stifel Financial
Missouri
$2.63M
Financial Engines Advisors
73
Financial Engines Advisors
California
$2.61M
ATS
74
Ashton Thomas Securities
New York
$2.57M
SC
75
Savant Capital
Illinois
$2.56M