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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
SAM
151
Summit Asset Management
Tennessee
$791K
PTC
152
Private Trust Company
Ohio
$772K
HWM
153
HB Wealth Management
Georgia
$772K
AI
154
Atria Investments
North Carolina
$769K
TSMHT
155
Thurston Springer Miller Herd & Titak
Indiana
$764K
CFP
156
Catalyst Financial Partners
Massachusetts
$750K
CPCP
157
Cedar Point Capital Partners
Iowa
$747K
GHA
158
GW Henssler & Associates
Georgia
$733K
HWA
159
HHM Wealth Advisors
Tennessee
$728K
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$728K
US Bancorp
161
US Bancorp
Minnesota
$720K
LI
162
LRI Investments
Florida
$690K
DA
163
Drake & Associates
Wisconsin
$690K
F4L
164
Fortune 45 LLC
Louisiana
$663K
IFG
165
Independent Financial Group
California
$658K
VCM
166
Vision Capital Management
Oregon
$644K
BlackRock
167
BlackRock
New York
$643K
SS
168
Sunbelt Securities
Texas
$624K
AQR Capital Management
169
AQR Capital Management
Connecticut
$611K
PP
170
Patten & Patten
Tennessee
$594K
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$591K
William Blair & Company
172
William Blair & Company
Illinois
$588K
OAS
173
Optivise Advisory Services
Tennessee
$580K
RTL
174
Red Tortoise LLC
Georgia
$577K
OWA
175
Outlook Wealth Advisors
Texas
$576K