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iShares Morningstar Growth ETF

217 hedge funds and large institutions have $956M invested in iShares Morningstar Growth ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.45% more ownership

Funds ownership: 53.82%54.27% (+0.45%)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
217
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$7.71M
2 +$4.46M
3 +$2.41M
4
EF
Empowered Funds
Pennsylvania
+$1.94M
5
W
Wealthquest
Ohio
+$1.9M

Top Sellers

1 -$10M
2 -$9.18M
3 -$7.82M
4
CT
Clearstead Trust
Maine
-$2.91M
5
Morgan Stanley
Morgan Stanley
New York
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$451K
127
$446K
128
$442K
129
$440K
130
$439K
131
$429K
132
$428K
133
$427K
134
$420K
135
$418K
136
$417K
137
$412K
138
$398K
139
$398K
140
$378K
141
$366K
142
$361K
143
$355K
144
$354K
145
$343K
146
$343K
147
$340K
148
$330K
149
$325K
150
$323K