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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
KIM
101
Kane Investment Management
California
$1.6M
SOS
102
Silver Oak Securities
Tennessee
$1.59M
EFS
103
Essex Financial Services
Connecticut
$1.58M
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$1.52M
TW
105
Towerpoint Wealth
California
$1.52M
GIA
106
Gladstone Institutional Advisory
Florida
$1.51M
Neuberger Berman Group
107
Neuberger Berman Group
New York
$1.49M
RBFC
108
Roman Butler Fullerton & Co
Missouri
$1.48M
ACM
109
Absolute Capital Management
Pennsylvania
$1.48M
CFD
110
Creative Financial Designs
Indiana
$1.47M
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$1.45M
GWM
112
Geneos Wealth Management
Colorado
$1.44M
KFI
113
Key Financial Inc
Pennsylvania
$1.44M
Truist Financial
114
Truist Financial
North Carolina
$1.43M
KWM
115
Kingsview Wealth Management
Oregon
$1.42M
DC
116
Davenport & Co
Virginia
$1.41M
SPC
117
Sigma Planning Corp
Michigan
$1.39M
PPWM
118
Paragon Private Wealth Management
Kentucky
$1.32M
GS
119
GWN Securities
Florida
$1.3M
GA
120
Greenspring Advisors
Maryland
$1.3M
PB
121
Pinnacle Bancorp
Nebraska
$1.29M
RA
122
Rodgers & Associates
Pennsylvania
$1.28M
CAG
123
Csenge Advisory Group
Florida
$1.21M
MCM
124
MAI Capital Management
Ohio
$1.19M
Lido Advisors
125
Lido Advisors
California
$1.19M