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iShares Morningstar Growth ETF

252 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 30 closing their positions.

Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
71
Reduced
76
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$1.08M +$163 +2 +0%
ACM
102
Andina Capital Management
Utah
$1.05M -$226K -2,782 -18%
NA
103
NewEdge Advisors
Louisiana
$1.03M +$293K +3,596 +40%
PWS
104
Private Wealth Strategies
Ohio
$1.01M +$814 +10 +0.1%
SPC
105
Sigma Planning Corp
Michigan
$1,000K +$229K +2,819 +30%
Goldman Sachs
106
Goldman Sachs
New York
$996K -$8.11M -99,674 -89%
RBFC
107
Roman Butler Fullerton & Co
Missouri
$989K -$42.7K -502 -4%
HC
108
Hoese & Co
Minnesota
$981K -$42.6K -555 -4%
HSG
109
Helen Stephens Group
Texas
$946K +$946K +11,621 New
KWM
110
Kingsview Wealth Management
Oregon
$932K +$34.8K +428 +4%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$915K +$651K +7,994 +246%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$890K -$29.2K -359 -3%
W
113
Wealthquest
Ohio
$880K -$98.5K -1,210 -10%
ASN
114
Advisory Services Network
Georgia
$849K +$114K +1,405 +16%
KPWS
115
Kestra Private Wealth Services
Texas
$831K +$57.1K +701 +7%
CPCP
116
Cedar Point Capital Partners
Iowa
$823K +$4.8K +59 +0.6%
OAS
117
Optivise Advisory Services
Tennessee
$803K +$803K +9,864 New
GA
118
Goldstein Advisors
Wisconsin
$796K
CFG
119
Cooper Financial Group
California
$785K
PTC
120
Private Trust Company
Ohio
$774K
SAM
121
Summit Asset Management
Tennessee
$740K
PA
122
Pinnacle Associates
New York
$725K
EWA
123
EP Wealth Advisors
California
$720K -$246K -3,025 -25%
BBW
124
Blue Barn Wealth
Utah
$711K +$81 +1 +0%
IWC
125
Integrated Wealth Concepts
Massachusetts
$707K