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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
SOS
101
Silver Oak Securities
Tennessee
$1.59M
EFS
102
Essex Financial Services
Connecticut
$1.58M
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$1.52M
TW
104
Towerpoint Wealth
California
$1.52M
GIA
105
Gladstone Institutional Advisory
Florida
$1.51M
Neuberger Berman Group
106
Neuberger Berman Group
New York
$1.49M
RBFC
107
Roman Butler Fullerton & Co
Missouri
$1.48M
ACM
108
Absolute Capital Management
Pennsylvania
$1.48M
CFD
109
Creative Financial Designs
Indiana
$1.47M
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$1.45M
GWM
111
Geneos Wealth Management
Colorado
$1.44M
KFI
112
Key Financial Inc
Pennsylvania
$1.44M
Truist Financial
113
Truist Financial
North Carolina
$1.43M
KWM
114
Kingsview Wealth Management
Oregon
$1.42M
DC
115
Davenport & Co
Virginia
$1.41M
SPC
116
Sigma Planning Corp
Michigan
$1.39M
PPWM
117
Paragon Private Wealth Management
Kentucky
$1.32M
GS
118
GWN Securities
Florida
$1.3M
GA
119
Greenspring Advisors
Maryland
$1.3M
PB
120
Pinnacle Bancorp
Nebraska
$1.29M
RA
121
Rodgers & Associates
Pennsylvania
$1.28M
CAG
122
Csenge Advisory Group
Florida
$1.21M
MCM
123
MAI Capital Management
Ohio
$1.19M
Lido Advisors
124
Lido Advisors
California
$1.19M
BRWA
125
B. Riley Wealth Advisors
Florida
$1.16M