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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
REMPR
201
Roof Eidam Maycock Peralta (REMP)
California
$406K
SPWG
202
Syntegra Private Wealth Group
Missouri
$405K
AAS
203
Annex Advisory Services
Wisconsin
$399K
AWM
204
Accel Wealth Management
Iowa
$389K
NIWA
205
New Insight Wealth Advisors
California
$373K
Cerity Partners
206
Cerity Partners
New York
$368K
SFA
207
Sequoia Financial Advisors
Ohio
$357K
CB
208
Commerce Bank
Missouri
$354K
PCMC
209
Paragon Capital Management (Colorado)
Colorado
$347K
WIA
210
World Investment Advisors
California
$330K
GHAM
211
Gilman Hill Asset Management
Connecticut
$330K
BPA
212
Beacon Pointe Advisors
California
$316K
Brown Advisory
213
Brown Advisory
Maryland
$315K
KA
214
Kovack Advisors
Florida
$315K
EWA
215
EP Wealth Advisors
California
$307K
Baird Financial Group
216
Baird Financial Group
Wisconsin
$303K
LWANC
217
Laurel Wealth Advisors (North Carolina)
North Carolina
$299K
EAM
218
Evanson Asset Management
California
$296K
VFA
219
Valeo Financial Advisors
Indiana
$289K
EGA
220
Eagle Global Advisors
Texas
$288K
FA
221
Fiduciary Alliance
South Carolina
$287K
GHA
222
Good Harbor Advisors
Massachusetts
$286K
M&T Bank
223
M&T Bank
New York
$286K
KLI
224
Kelman-Lazarov Inc
Tennessee
$283K
FHC
225
First Heartland Consultants
Missouri
$282K