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iShares Morningstar Growth ETF

251 hedge funds and large institutions have $1.23B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.44M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$47M
2 +$15.5M
3 +$7.99M
4
Goldman Sachs
Goldman Sachs
New York
+$7.88M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.41M

Top Sellers

1 -$105M
2 -$27.5M
3 -$2.92M
4
UBS Group
UBS Group
Switzerland
-$2.41M
5
WA
Win Advisors
Florida
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$8.47M
27
$8.45M
28
$7.99M
29
$7.51M
30
$6.97M
31
$6.84M
32
$6.77M
33
$6.72M
34
$6.71M
35
$6.11M
36
$5.83M
37
$5.34M
38
$5.29M
39
$4.97M
40
$4.91M
41
$4.88M
42
$4.72M
43
$4.57M
44
$4.53M
45
$4.43M
46
$4.34M
47
$4.33M
48
$4.19M
49
$4.15M
50
$4.1M