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iShares Morningstar Growth ETF

177 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 16 closing their positions.

Holders
177
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
16
Increased
48
Reduced
71
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
76
American Portfolios Advisors
New York
$1.12M +$19.8K +306 +2%
CAG
77
Csenge Advisory Group
Florida
$1.04M -$218K -3,363 -17%
RBFC
78
Roman Butler Fullerton & Co
Missouri
$1.02M +$4.73K +73 +0.5%
CAL
79
Capital Analysts LLC
Pennsylvania
$1.01M -$7.58K -117 -0.7%
EFS
80
Essex Financial Services
Connecticut
$943K -$3.77M -13,076 -80%
PIC
81
Platt Investment Counsel
Florida
$942K -$53.4K -825 -5%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$927K -$2.33K -36 -0.3%
CMP
83
Courage Miller Partners
Virginia
$923K -$11K -170 -1%
EWA
84
EP Wealth Advisors
California
$919K
HSWM
85
Hubbell Strickland Wealth Management
Louisiana
$909K +$129 +2 +0%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$881K +$221K +3,417 +34%
Mariner
87
Mariner
Kansas
$870K +$870K +13,440 New
PA
88
Pinnacle Associates
New York
$827K -$101K -1,563 -11%
BBW
89
Blue Barn Wealth
Utah
$813K +$813K +12,555 New
IA
90
IFP Advisors
Florida
$805K -$1.21M -18,639 -60%
HWM
91
Howard Wealth Management
Connecticut
$803K
PWS
92
Private Wealth Strategies
Ohio
$788K +$713 +11 +0.1%
WWM
93
Windsor Wealth Management
Indiana
$705K -$8.61K -133 -1%
SPC
94
Sigma Planning Corp
Michigan
$705K +$12.9K +199 +2%
SAM
95
Summit Asset Management
Tennessee
$701K
AWM
96
Accel Wealth Management
Iowa
$661K -$1.48M -22,907 -69%
MCM
97
Mainstay Capital Management
Michigan
$606K
HB
98
Homrich & Berg
Georgia
$589K
NNP
99
Nachman Norwood & Parrott
South Carolina
$586K -$52.1K -804 -8%
OWA
100
Outlook Wealth Advisors
Texas
$577K -$918K -14,182 -61%