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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
IAA
76
Independent Advisor Alliance
North Carolina
$2.51M
FHA
77
Flagship Harbor Advisors
Massachusetts
$2.51M
AssetMark Inc
78
AssetMark Inc
California
$2.38M
AWA
79
Asempa Wealth Advisors
Louisiana
$2.35M
Jones Financial Companies
80
Jones Financial Companies
Missouri
$2.34M
CAL
81
Capital Advisors Ltd
Ohio
$2.31M
NSIM
82
North Star Investment Management
Illinois
$2.3M
RWP
83
RWA Wealth Partners
Massachusetts
$2.27M
AWA
84
Arkadios Wealth Advisors
Georgia
$2.27M
KAS
85
Kestra Advisory Services
Texas
$2.16M
SRWM
86
Shira Ridge Wealth Management
California
$2.12M
PFG
87
Pinnacle Financial Group
Illinois
$2.08M
FFN
88
Focus Financial Network
Minnesota
$2.03M
HGWM
89
Horst & Graben Wealth Management
Oregon
$2.02M
CIA
90
Cape Investment Advisory
Georgia
$1.95M
GWS
91
Greykasell Wealth Strategies
California
$1.94M
BFA
92
Beacon Financial Advisory
Ohio
$1.85M
DWP
93
Daymark Wealth Partners
Ohio
$1.84M
LFAS
94
Level Four Advisory Services
Texas
$1.83M
NA
95
NewEdge Advisors
Louisiana
$1.8M
HighTower Advisors
96
HighTower Advisors
Illinois
$1.78M
PWS
97
Proactive Wealth Strategies
Georgia
$1.76M
XF
98
XML Financial
Maryland
$1.71M
PCG
99
Prosperity Consulting Group
Maryland
$1.65M
KIM
100
Kane Investment Management
California
$1.6M