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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
MCC
51
Money Concepts Capital
Florida
$4.25M
RPGK
52
Retirement Planning Group (Kansas)
Kansas
$3.99M
ECA
53
Elevation Capital Advisory
Oregon
$3.96M
Creative Planning
54
Creative Planning
Kansas
$3.95M
MWP
55
Madison Wealth Partners
Wisconsin
$3.92M
SA
56
Sanctuary Advisors
Indiana
$3.9M
NWA
57
Northwest Wealth Advisors
Washington
$3.86M
Fidelity Investments
58
Fidelity Investments
Massachusetts
$3.66M
VA
59
VestGen Advisors
Illinois
$3.59M
TFCP
60
Twin Focus Capital Partners
Massachusetts
$3.4M
CC
61
Corsicana & Co
Texas
$3.33M
JSA
62
Jim Saulnier & Associates
Colorado
$3.15M
BNMT
63
Bawa N Mallick Trust
New York
$3.14M
Citigroup
64
Citigroup
New York
$3.12M
BAMG
65
Brand Asset Management Group
Missouri
$3.11M
FFA
66
Farther Finance Advisors
California
$3.02M
GG
67
GenWealth Group
New Jersey
$2.98M
BCI
68
Brinker Capital Investments
Pennsylvania
$2.87M
PAG
69
Private Advisor Group
New Jersey
$2.84M
SWM
70
Steinberganna Wealth Management
New York
$2.79M
ASN
71
Advisory Services Network
Georgia
$2.75M
Goldman Sachs
72
Goldman Sachs
New York
$2.66M
Stifel Financial
73
Stifel Financial
Missouri
$2.63M
Financial Engines Advisors
74
Financial Engines Advisors
California
$2.61M
ATS
75
Ashton Thomas Securities
New York
$2.57M