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iShares Morningstar Growth ETF

193 hedge funds and large institutions have $806M invested in iShares Morningstar Growth ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
18
Increased
51
Reduced
68
Closed
28
Calls
$221K
Puts
Net Calls
+$221K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
126
Outlook Wealth Advisors
Texas
$338K -$52.6K -1,050 -13%
VCM
127
Vision Capital Management
Oregon
$338K
BSW
128
Buckingham Strategic Wealth
Missouri
$336K -$44.4K -886 -12%
US Bancorp
129
US Bancorp
Minnesota
$336K -$551 -11 -0.2%
RFN
130
Redwood Financial Network
Ohio
$331K +$5.37K +107 +2%
GRP
131
Global Retirement Partners
California
$328K
PAS
132
Park Avenue Securities
New York
$324K
MWP
133
Madison Wealth Partners
Wisconsin
$317K +$82.8K +1,655 +35%
RTL
134
Red Tortoise LLC
Georgia
$303K
ASN
135
Advisory Services Network
Georgia
$299K -$34.7K -692 -10%
ACM
136
AlphaStar Capital Management
North Carolina
$289K +$35.7K +714 +14%
BWM
137
Baystate Wealth Management
Massachusetts
$285K +$351 +7 +0.1%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$278K
PCMC
139
Paragon Capital Management (Colorado)
Colorado
$276K
EGA
140
Eagle Global Advisors
Texas
$265K
BPA
141
Beacon Pointe Advisors
California
$261K +$27.8K +551 +12%
KFA
142
Kelleher Financial Advisors
New York
$260K
NCM
143
Noesis Capital Mangement
Florida
$259K
TB
144
Treynor Bancshares
Iowa
$250K
M&T Bank
145
M&T Bank
New York
$250K
OIA
146
OneDigital Investment Advisors
Kansas
$235K -$173K -3,450 -42%
FHC
147
First Heartland Consultants
Missouri
$222K +$549 +11 +0.2%
MA
148
Mutual Advisors
Nebraska
$221K
OC
149
Oppenheimer & Co
New York
$221K +$221K +4,405 New
REMPR
150
Roof Eidam Maycock Peralta (REMP)
California
$213K