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iShares Morningstar Growth ETF

217 hedge funds and large institutions have $956M invested in iShares Morningstar Growth ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
217
Holders Change
+13
Holders Change %
+6.37%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
28
Increased
61
Reduced
75
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
26
Cetera Advisor Networks
California
$4.61M +$272K +4,358 +6%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$4.61M +$312 +5 +0%
PCIA
28
Prime Capital Investment Advisors
Kansas
$4.58M +$238K +3,821 +5%
LFAS
29
Level Four Advisory Services
Texas
$4.51M
RJA
30
Raymond James & Associates
Florida
$4.43M +$766K +12,289 +21%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$4.23M -$1.28M -20,561 -23%
Mariner
32
Mariner
Kansas
$4.21M +$399K +6,394 +10%
AWA
33
Arkadios Wealth Advisors
Georgia
$4.14M -$96K -1,540 -2%
OCM
34
One Capital Management
California
$4.12M
MWM
35
Marietta Wealth Management
Georgia
$4.11M -$387K -6,211 -9%
D
36
Dentgroup
Louisiana
$4.05M +$155K +2,493 +4%
SWM
37
Sanctuary Wealth Management
Idaho
$3.98M +$3.98M +63,860 New
IWM
38
IHT Wealth Management
Illinois
$3.76M -$885K -14,197 -19%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$3.73M +$244K +3,912 +7%
JIC
40
Johnson Investment Counsel
Ohio
$3.68M -$20.6K -330 -0.6%
Creative Planning
41
Creative Planning
Kansas
$3.54M +$89.1K +1,429 +3%
WPIC
42
White Pine Investment Company
Michigan
$3.47M +$283K +4,535 +9%
SFC
43
Strategic Financial Concepts
Texas
$3.47M +$90.8K +1,456 +3%
RPGK
44
Retirement Planning Group (Kansas)
Kansas
$3.37M
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$3.08M +$735K +11,785 +31%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$3.05M -$199K -3,194 -6%
MFG
47
Merit Financial Group
Georgia
$3.04M -$39.5K -633 -1%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.02M +$713K +11,444 +31%
Stifel Financial
49
Stifel Financial
Missouri
$3M +$448K +7,182 +18%
MWP
50
Madison Wealth Partners
Wisconsin
$2.72M +$351K +5,638 +15%