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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 %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$2.71M -$11K -176 -0.4%
SFS
52
Sowell Financial Services
Arkansas
$2.68M +$502K +8,053 +23%
AWS
53
Atria Wealth Solutions
New York
$2.57M +$201K +3,224 +8%
GG
54
GenWealth Group
New Jersey
$2.54M -$23.8K -381 -0.9%
NFG
55
Nations Financial Group
Iowa
$2.48M +$135K +2,173 +6%
FFN
56
Focus Financial Network
Minnesota
$2.37M +$115K +1,845 +5%
BAMG
57
Brand Asset Management Group
Missouri
$2.35M -$24.6K -395 -1%
TFCP
58
Twin Focus Capital Partners
Massachusetts
$2.24M -$331K -5,305 -13%
Citigroup
59
Citigroup
New York
$2.2M -$388K -6,227 -15%
Truist Financial
60
Truist Financial
North Carolina
$2.08M -$275K -4,412 -12%
AHC
61
Adell Harriman & Carpenter
Texas
$2.04M -$101K -1,621 -5%
DC
62
Davenport & Co
Virginia
$2.03M -$38.3K -614 -2%
EST
63
EA Series Trust
Pennsylvania
$1.94M +$1.94M +31,059 New
EF
64
Empowered Funds
Pennsylvania
$1.94M +$1.94M +31,059 New
W
65
Wealthquest
Ohio
$1.9M +$1.9M +30,417 New
DWMG
66
DB Wealth Management Group
California
$1.89M +$376K +6,024 +25%
NSIM
67
North Star Investment Management
Illinois
$1.86M +$77.3K +1,240 +4%
BRWA
68
B. Riley Wealth Advisors
Florida
$1.79M +$77.4K +1,242 +5%
RWP
69
RWA Wealth Partners
Massachusetts
$1.74M
HighTower Advisors
70
HighTower Advisors
Illinois
$1.73M -$38.8K -623 -2%
CA
71
CoreCap Advisors
Michigan
$1.72M +$1.72M +27,515 New
PAG
72
Private Advisor Group
New Jersey
$1.69M -$38K -610 -2%
RA
73
Rodgers & Associates
Pennsylvania
$1.54M -$52.7K -845 -3%
SFP
74
Sweet Financial Partners
Minnesota
$1.5M +$2.06K +33 +0.1%
PFG
75
Pinnacle Financial Group
Illinois
$1.5M