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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
FHA
76
Flagship Harbor Advisors
Massachusetts
$2.51M
AssetMark Inc
77
AssetMark Inc
California
$2.38M
AWA
78
Asempa Wealth Advisors
Louisiana
$2.35M
Jones Financial Companies
79
Jones Financial Companies
Missouri
$2.34M
CAL
80
Capital Advisors Ltd
Ohio
$2.31M
NSIM
81
North Star Investment Management
Illinois
$2.3M
RWP
82
RWA Wealth Partners
Massachusetts
$2.27M
AWA
83
Arkadios Wealth Advisors
Georgia
$2.27M
KAS
84
Kestra Advisory Services
Texas
$2.16M
SRWM
85
Shira Ridge Wealth Management
California
$2.12M
PFG
86
Pinnacle Financial Group
Illinois
$2.08M
FFN
87
Focus Financial Network
Minnesota
$2.03M
HGWM
88
Horst & Graben Wealth Management
Oregon
$2.02M
CIA
89
Cape Investment Advisory
Georgia
$1.95M
GWS
90
Greykasell Wealth Strategies
California
$1.94M
BFA
91
Beacon Financial Advisory
Ohio
$1.85M
DWP
92
Daymark Wealth Partners
Ohio
$1.84M
LFAS
93
Level Four Advisory Services
Texas
$1.83M
HighTower Advisors
94
HighTower Advisors
Illinois
$1.78M
PWS
95
Proactive Wealth Strategies
Georgia
$1.76M
XF
96
XML Financial
Maryland
$1.71M
PCG
97
Prosperity Consulting Group
Maryland
$1.65M
KIM
98
Kane Investment Management
California
$1.6M
SOS
99
Silver Oak Securities
Tennessee
$1.59M
EFS
100
Essex Financial Services
Connecticut
$1.58M