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iShares Morningstar Growth ETF

203 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.21%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
21
Increased
58
Reduced
73
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$438K -$4.32M -66,278 -91%
VCM
127
Vision Capital Management
Oregon
$438K
ASN
128
Advisory Services Network
Georgia
$432K -$26.2K -404 -6%
RFN
129
Redwood Financial Network
Ohio
$422K +$422K +6,495 New
PAS
130
Park Avenue Securities
New York
$420K
T
131
TNF
Montana
$402K
RTL
132
Red Tortoise LLC
Georgia
$393K
RW
133
Rede Wealth
Virginia
$391K -$11.3K -173 -3%
BWM
134
Baystate Wealth Management
Massachusetts
$369K +$455 +7 +0.1%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$360K +$162K +2,501 +82%
PCMC
136
Paragon Capital Management (Colorado)
Colorado
$359K
SFA
137
Sequoia Financial Advisors
Ohio
$354K
EGA
138
Eagle Global Advisors
Texas
$344K -$9.74K -150 -3%
KFA
139
Kelleher Financial Advisors
New York
$338K
NCM
140
Noesis Capital Mangement
Florida
$336K +$336K +5,174 New
GRP
141
Global Retirement Partners
California
$335K -$613 -12 -0.2%
ACM
142
AlphaStar Capital Management
North Carolina
$329K +$46.9K +722 +17%
CA
143
CoreCap Advisors
Michigan
$328K +$75.7K +1,165 +30%
TB
144
Treynor Bancshares
Iowa
$325K -$61.8K -950 -16%
M&T Bank
145
M&T Bank
New York
$324K
IA
146
IFG Advisory
Georgia
$317K +$317K +4,888 New
MWP
147
Madison Wealth Partners
Wisconsin
$304K +$304K +4,680 New
BPA
148
Beacon Pointe Advisors
California
$300K +$300K +4,619 New
FHC
149
First Heartland Consultants
Missouri
$288K
MA
150
Mutual Advisors
Nebraska
$287K -$30.9K -475 -10%