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iShares Morningstar Growth ETF

252 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
71
Reduced
76
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WTA
226
Washington Trust Advisors
Massachusetts
$61.1K
SSB
227
Sandy Spring Bank
Maryland
$60K
RIA
228
Realta Investment Advisors
Delaware
$58.5K
KA
229
Kozak & Associates
Colorado
$53.4K +$83 +1 +0.2%
SL
230
Salomon & Ludwin
Virginia
$52.8K -$63.5K -780 -55%
EW
231
Element Wealth
Mississippi
$43.8K
MCM
232
MidAtlantic Capital Management
Virginia
$43.5K
LFG
233
Larson Financial Group
Missouri
$40.7K +$40.7K +500 New
Qube Research & Technologies (QRT)
234
Qube Research & Technologies (QRT)
United Kingdom
$39.4K -$117K -1,441 -75%
CJ
235
Caitlin John
Michigan
$37.2K
GJIA
236
Glass Jacobson Investment Advisors
Maryland
$35.3K
SN
237
Sittner & Nelson
Oregon
$31.9K
FCA
238
FinTrust Capital Advisors
South Carolina
$28.9K
PA
239
Pineridge Advisors
Missouri
$24.8K +$24.8K +304 New
NB
240
NBT Bank
New York
$23.3K
JFA
241
JNBA Financial Advisors
Minnesota
$22.7K
PA
242
PSI Advisors
Florida
$19.8K +$81 +1 +0.4%
AIC
243
Archer Investment Corporation
Indiana
$13K
DF
244
Dunhill Financial
United Kingdom
$10.6K
PMFA
245
Plante Moran Financial Advisors
Michigan
$8.71K +$8.71K +107 New
Russell Investments Group
246
Russell Investments Group
United Kingdom
$7.78K +$81 +1 +1%
WAM
247
WFA Asset Management
Wisconsin
$4.25K
CAS
248
Coppell Advisory Solutions
Texas
$2.44K +$2.44K +30 New
ATPW
249
Ashton Thomas Private Wealth
Arizona
$1.63K -$538K -6,608 -100%
AA
250
Addison Advisors
Vermont
$652