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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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.45% more ownership

Funds ownership: 53.82%54.27% (+0.45%)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
217
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$7.71M
2 +$4.46M
3 +$2.41M
4
EF
Empowered Funds
Pennsylvania
+$1.94M
5
W
Wealthquest
Ohio
+$1.9M

Top Sellers

1 -$10M
2 -$9.18M
3 -$7.82M
4
CT
Clearstead Trust
Maine
-$2.91M
5
Morgan Stanley
Morgan Stanley
New York
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$2.71M
52
$2.68M
53
$2.57M
54
$2.54M
55
$2.48M
56
$2.37M
57
$2.35M
58
$2.24M
59
$2.2M
60
$2.08M
61
$2.04M
62
$2.03M
63
$1.94M
64
$1.94M
65
$1.9M
66
$1.89M
67
$1.86M
68
$1.79M
69
$1.74M
70
$1.73M
71
$1.72M
72
$1.69M
73
$1.54M
74
$1.5M
75
$1.5M