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iShares Morningstar Growth ETF

250 hedge funds and large institutions have $1.29B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
57
Reduced
94
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$78.2K
WTA
227
Washington Trust Advisors
Massachusetts
$63K
SSB
228
Sandy Spring Bank
Maryland
$61.9K
KA
229
Kozak & Associates
Colorado
$54.7K +$85 +1 +0.2%
SL
230
Salomon & Ludwin
Virginia
$51.8K -$2.69K -32 -5%
RIA
231
Realta Investment Advisors
Delaware
$49.9K -$11.9K -138 -19%
EW
232
Element Wealth
Mississippi
$45.2K
MCM
233
MidAtlantic Capital Management
Virginia
$44.9K
LFG
234
Larson Financial Group
Missouri
$42K
AWM
235
Atticus Wealth Management
Florida
$37K +$37K +441 New
GJIA
236
Glass Jacobson Investment Advisors
Maryland
$36.5K +$84 +1 +0.2%
CJ
237
Caitlin John
Michigan
$35.3K -$5.86K -65 -14%
FCA
238
FinTrust Capital Advisors
South Carolina
$29.8K
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$29.7K -$11K -131 -27%
NB
240
NBT Bank
New York
$24K
JFA
241
JNBA Financial Advisors
Minnesota
$23.4K
PA
242
PSI Advisors
Florida
$20.5K
AIC
243
Archer Investment Corporation
Indiana
$13.4K
DF
244
Dunhill Financial
United Kingdom
$10.9K
PMFA
245
Plante Moran Financial Advisors
Michigan
$8.99K
Russell Investments Group
246
Russell Investments Group
United Kingdom
$8.04K
TRCT
247
Tower Research Capital (TRC)
New York
$5.8K -$477K -5,676 -99%
WAM
248
WFA Asset Management
Wisconsin
$4.4K
CAS
249
Coppell Advisory Solutions
Texas
$2.51K
AA
250
Addison Advisors
Vermont
$673