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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
ECA
51
Elevation Capital Advisory
Oregon
$3.96M
Creative Planning
52
Creative Planning
Kansas
$3.95M
MWP
53
Madison Wealth Partners
Wisconsin
$3.92M
SA
54
Sanctuary Advisors
Indiana
$3.9M
NWA
55
Northwest Wealth Advisors
Washington
$3.86M
Fidelity Investments
56
Fidelity Investments
Massachusetts
$3.66M
VA
57
VestGen Advisors
Illinois
$3.59M
TFCP
58
Twin Focus Capital Partners
Massachusetts
$3.4M
CC
59
Corsicana & Co
Texas
$3.33M
JSA
60
Jim Saulnier & Associates
Colorado
$3.15M
BNMT
61
Bawa N Mallick Trust
New York
$3.14M
Citigroup
62
Citigroup
New York
$3.12M
BAMG
63
Brand Asset Management Group
Missouri
$3.11M
FFA
64
Farther Finance Advisors
California
$3.02M
GG
65
GenWealth Group
New Jersey
$2.98M
BCI
66
Brinker Capital Investments
Pennsylvania
$2.87M
PAG
67
Private Advisor Group
New Jersey
$2.84M
SWM
68
Steinberganna Wealth Management
New York
$2.79M
ASN
69
Advisory Services Network
Georgia
$2.75M
Goldman Sachs
70
Goldman Sachs
New York
$2.66M
Stifel Financial
71
Stifel Financial
Missouri
$2.63M
Financial Engines Advisors
72
Financial Engines Advisors
California
$2.61M
ATS
73
Ashton Thomas Securities
New York
$2.57M
SC
74
Savant Capital
Illinois
$2.56M
IAA
75
Independent Advisor Alliance
North Carolina
$2.51M