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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
AI
151
Atria Investments
North Carolina
$769K
TSMHT
152
Thurston Springer Miller Herd & Titak
Indiana
$764K
CFP
153
Catalyst Financial Partners
Massachusetts
$750K
CPCP
154
Cedar Point Capital Partners
Iowa
$747K
GHA
155
GW Henssler & Associates
Georgia
$733K
HWA
156
HHM Wealth Advisors
Tennessee
$728K
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$728K
US Bancorp
158
US Bancorp
Minnesota
$720K
LI
159
LRI Investments
Florida
$690K
DA
160
Drake & Associates
Wisconsin
$690K
F4L
161
Fortune 45 LLC
Louisiana
$663K
IFG
162
Independent Financial Group
California
$658K
VCM
163
Vision Capital Management
Oregon
$644K
BlackRock
164
BlackRock
New York
$643K
SS
165
Sunbelt Securities
Texas
$624K
AQR Capital Management
166
AQR Capital Management
Connecticut
$611K
PP
167
Patten & Patten
Tennessee
$594K
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$591K
William Blair & Company
169
William Blair & Company
Illinois
$588K
OAS
170
Optivise Advisory Services
Tennessee
$580K
RTL
171
Red Tortoise LLC
Georgia
$577K
OWA
172
Outlook Wealth Advisors
Texas
$576K
MA
173
MKT Advisors
California
$567K
MG
174
Mather Group
Illinois
$557K
CFG
175
Cornerstone Financial Group
Nebraska
$557K