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iShares Morningstar Growth ETF

186 hedge funds and large institutions have $1.1B invested in iShares Morningstar Growth ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
22
Increased
54
Reduced
56
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
126
Eagle Global Advisors
Texas
$357K -$16.4K -250 -4%
BWM
127
Baystate Wealth Management
Massachusetts
$357K -$393 -6 -0.1%
TRCT
128
Tower Research Capital (TRC)
New York
$350K -$163K -2,492 -32%
Renaissance Technologies
129
Renaissance Technologies
New York
$347K +$347K +5,300 New
KFA
130
Kelleher Financial Advisors
New York
$341K
M&T Bank
131
M&T Bank
New York
$327K
EB
132
Eastern Bank
Massachusetts
$322K -$5.7K -87 -2%
MA
133
Mutual Advisors
Nebraska
$321K
CCT
134
Country Club Trust
Missouri
$305K -$162K -2,450 -35%
FHA
135
Flagship Harbor Advisors
Massachusetts
$305K
LWAC
136
Laurel Wealth Advisors (California)
California
$295K -$328 -5 -0.1%
RTL
137
Red Tortoise LLC
Georgia
$291K +$291K +6,040 New
FHC
138
First Heartland Consultants
Missouri
$290K +$393 +6 +0.1%
REMPR
139
Roof Eidam Maycock Peralta (REMP)
California
$279K
AAS
140
Annex Advisory Services
Wisconsin
$270K
BPA
141
Beacon Pointe Advisors
California
$264K +$264K +4,026 New
WPIC
142
White Pine Investment Company
Michigan
$251K +$251K +3,833 New
KPW
143
Kore Private Wealth
New York
$223K +$131 +2 +0.1%
SFA
144
Sequoia Financial Advisors
Ohio
$221K -$34.8K -530 -14%
SWM
145
Spire Wealth Management
Virginia
$221K
PCS
146
Personal CFO Solutions
New Jersey
$207K
PFBT
147
Parkside Financial Bank & Trust
Missouri
$193K -$24.2K -370 -11%
SWA
148
SOA Wealth Advisors
New York
$177K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$173K -$74.7K -1,145 -30%
LWANC
150
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K