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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
PFA
176
Plotkin Financial Advisors
Maryland
$546K
Nomura Asset Management
177
Nomura Asset Management
Japan
$545K
AIC
178
Archer Investment Corporation
Indiana
$542K
MFPI
179
Midwest Financial Partners Investments
Minnesota
$526K
SEIA
180
Signature Estate & Investment Advisors
California
$524K
CWG
181
Cornerstone Wealth Group
North Carolina
$523K
IA
182
Invested Advisors
Pennsylvania
$516K
AFW
183
Avantra Family Wealth
Pennsylvania
$516K
BFG
184
Bouchey Financial Group
New York
$512K
MA
185
Mutual Advisors
Nebraska
$509K
CMP
186
Courage Miller Partners
Virginia
$495K
MW
187
Merited Wealth
Florida
$490K
SWM
188
SK Wealth Management
Rhode Island
$473K
MIA
189
Milestone Investment Advisors
Wisconsin
$461K
AP
190
Aspect Partners
Virginia
$454K
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$452K
WANY
192
Wealthspire Advisors (New York)
New York
$442K
FA
193
Flagstar Advisors
New York
$440K
SCM
194
SCS Capital Management
Massachusetts
$437K
VFS
195
Valpey Financial Services
New Hampshire
$436K
BCA
196
Bay Colony Advisors
Massachusetts
$431K
PAG
197
Paladin Advisory Group
Iowa
$429K
LWM
198
LJI Wealth Management
Indiana
$423K
SB
199
Strategic Blueprint
Georgia
$414K
RWM
200
Redstone Wealth Management
Oklahoma
$409K