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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
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$1.11M
BC
127
Brio Consultants
California
$1.09M
EPW
128
Evolve Private Wealth
California
$1.07M
KPWS
129
Kestra Private Wealth Services
Texas
$1.06M
PS
130
Principal Securities
Iowa
$1.05M
TPWA
131
Twin Peaks Wealth Advisors
California
$1.04M
HFA
132
Hershey Financial Advisers
Pennsylvania
$1.04M
W
133
Wealthquest
Ohio
$1.02M
IP
134
Indivisible Partners
Florida
$970K
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$969K
CFG
136
Cooper Financial Group
California
$921K
JWM
137
JGP Wealth Management
Oregon
$909K
AB
138
ANB Bank
Colorado
$895K
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$891K
GA
140
Goldstein Advisors
Wisconsin
$881K
FCIM
141
Fairview Capital Investment Management
California
$868K
AHC
142
Adell Harriman & Carpenter
Texas
$853K
PA
143
Pinnacle Associates
New York
$826K
SF
144
Summit Financial
New Jersey
$823K
LW
145
Livet Wealth
Utah
$819K
NF
146
Nvest Financial
New Hampshire
$803K
GS
147
GTS Securities
New York
$796K
SAM
148
Summit Asset Management
Tennessee
$791K
PTC
149
Private Trust Company
Ohio
$772K
HWM
150
HB Wealth Management
Georgia
$772K