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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
SC
76
Savant Capital
Illinois
$2.56M
IAA
77
Independent Advisor Alliance
North Carolina
$2.51M
FHA
78
Flagship Harbor Advisors
Massachusetts
$2.51M
AssetMark Inc
79
AssetMark Inc
California
$2.38M
AWA
80
Asempa Wealth Advisors
Louisiana
$2.35M
Jones Financial Companies
81
Jones Financial Companies
Missouri
$2.34M
CAL
82
Capital Advisors Ltd
Ohio
$2.31M
NSIM
83
North Star Investment Management
Illinois
$2.3M
RWP
84
RWA Wealth Partners
Massachusetts
$2.27M
AWA
85
Arkadios Wealth Advisors
Georgia
$2.27M
KAS
86
Kestra Advisory Services
Texas
$2.16M
SRWM
87
Shira Ridge Wealth Management
California
$2.12M
PFG
88
Pinnacle Financial Group
Illinois
$2.08M
FFN
89
Focus Financial Network
Minnesota
$2.03M
HGWM
90
Horst & Graben Wealth Management
Oregon
$2.02M
CIA
91
Cape Investment Advisory
Georgia
$1.95M
GWS
92
Greykasell Wealth Strategies
California
$1.94M
BFA
93
Beacon Financial Advisory
Ohio
$1.85M
DWP
94
Daymark Wealth Partners
Ohio
$1.84M
LFAS
95
Level Four Advisory Services
Texas
$1.83M
NA
96
NewEdge Advisors
Louisiana
$1.8M
HighTower Advisors
97
HighTower Advisors
Illinois
$1.78M
PWS
98
Proactive Wealth Strategies
Georgia
$1.76M
XF
99
XML Financial
Maryland
$1.71M
PCG
100
Prosperity Consulting Group
Maryland
$1.65M