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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 %
NA
101
NewEdge Advisors
Louisiana
$574K +$194 +3 +0%
PAS
102
Park Avenue Securities
New York
$560K -$1.62K -25 -0.3%
NFG
103
Next Financial Group
Texas
$556K +$15.5K +239 +3%
ACP
104
Arcus Capital Partners
Georgia
$555K -$149K -2,303 -21%
HWA
105
HHM Wealth Advisors
Tennessee
$555K +$6.8K +105 +1%
KLI
106
Kelman-Lazarov Inc
Tennessee
$550K
BSW
107
Buckingham Strategic Wealth
Missouri
$549K
US Bancorp
108
US Bancorp
Minnesota
$530K -$1.23K -19 -0.2%
WBG
109
Wharton Business Group
Pennsylvania
$517K
TRCT
110
Tower Research Capital (TRC)
New York
$508K +$10K +155 +2%
TCWM
111
Total Clarity Wealth Management
Illinois
$478K -$10.7K -165 -2%
ASN
112
Advisory Services Network
Georgia
$462K -$6.09K -94 -1%
CBFP
113
Cedar Brook Financial Partners
Ohio
$460K +$54.3K +838 +13%
CCT
114
Country Club Trust
Missouri
$459K
KPWS
115
Kestra Private Wealth Services
Texas
$445K +$72.2K +1,114 +19%
VCM
116
Vision Capital Management
Oregon
$436K
GRP
117
Global Retirement Partners
California
$418K -$34.2K -528 -8%
RW
118
Rede Wealth
Virginia
$408K -$7.44K -115 -2%
SS
119
Sunbelt Securities
Texas
$404K -$12.9K -197 -3%
EGA
120
Eagle Global Advisors
Texas
$369K
PCMC
121
Paragon Capital Management (Colorado)
Colorado
$360K
SCA
122
Snowden Capital Advisors
New York
$355K +$355K +5,480 New
BWM
123
Baystate Wealth Management
Massachusetts
$353K +$259 +4 +0.1%
KFA
124
Kelleher Financial Advisors
New York
$337K
EB
125
Eastern Bank
Massachusetts
$324K