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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
IWC
126
Integrated Wealth Concepts
Massachusetts
$1.13M
OC
127
Oppenheimer & Co
New York
$1.12M
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$1.11M
BC
129
Brio Consultants
California
$1.09M
EPW
130
Evolve Private Wealth
California
$1.07M
KPWS
131
Kestra Private Wealth Services
Texas
$1.06M
PS
132
Principal Securities
Iowa
$1.05M
TPWA
133
Twin Peaks Wealth Advisors
California
$1.04M
HFA
134
Hershey Financial Advisers
Pennsylvania
$1.04M
IP
135
Indivisible Partners
Florida
$970K
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$969K
CFG
137
Cooper Financial Group
California
$921K
JWM
138
JGP Wealth Management
Oregon
$909K
AB
139
ANB Bank
Colorado
$895K
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$891K
GA
141
Goldstein Advisors
Wisconsin
$881K
W
142
Wealthquest
Ohio
$875K
FCIM
143
Fairview Capital Investment Management
California
$868K
AHC
144
Adell Harriman & Carpenter
Texas
$853K
PA
145
Pinnacle Associates
New York
$826K
SF
146
Summit Financial
New Jersey
$823K
LW
147
Livet Wealth
Utah
$819K
NF
148
Nvest Financial
New Hampshire
$803K
GS
149
GTS Securities
New York
$796K
SAM
150
Summit Asset Management
Tennessee
$791K