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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 %
HNB
251
Huntington National Bank
Ohio
$84 -$81
AI
252
AdvisorShares Investments
Maryland
-$40.6M -495,156 Closed
WIA
253
World Investment Advisors
California
-$8.91M -109,403 Closed
LAS
254
Lloyd Advisory Services
Georgia
-$1.95M -24,000 Closed
TWM
255
Trinity Wealth Management
Pennsylvania
-$1.21M -14,889 Closed
Goldman Sachs
256
Goldman Sachs
New York
-$996K -12,230 Closed
SOS
257
Silver Oak Securities
Tennessee
-$552K -6,774 Closed
IAIM
258
International Assets Investment Management
Florida
-$441K -5,420 Closed
Jane Street
259
Jane Street
New York
-$427K -5,239 Closed
IA
260
IFG Advisory
Georgia
-$339K -4,162 Closed
VWA
261
Visionary Wealth Advisors
Illinois
-$237K -2,912 Closed
TI
262
Truepoint Inc
Ohio
-$205K -2,514 Closed
UAG
263
United Advisor Group
Ohio
-$200K -2,457 Closed
TSMHT
264
Thurston Springer Miller Herd & Titak
Indiana
-$121K -1,481 Closed
SN
265
Sittner & Nelson
Oregon
-$31.9K -392 Closed
PA
266
Pineridge Advisors
Missouri
-$24.8K -304 Closed
MFA
267
McClarren Financial Advisors
Pennsylvania
-$175K -81 Closed
ATPW
268
Ashton Thomas Private Wealth
Arizona
-$1.63K -20 Closed
SAM
269
Smartleaf Asset Management
Massachusetts
-$574 -7 Closed