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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
Holders
217
Holders Change
+13
Holders Change %
+6.37%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
28
Increased
61
Reduced
75
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
126
M Holdings Securities
Oregon
$451K -$35.9K -575 -7%
CBFP
127
Cedar Brook Financial Partners
Ohio
$446K +$623 +10 +0.1%
JWCA
128
J.W. Cole Advisors
Florida
$442K +$30.2K +484 +7%
SC
129
Scotia Capital
Ontario, Canada
$440K
Bank of Nova Scotia
130
Bank of Nova Scotia
Ontario, Canada
$439K -$748 -12 -0.2%
T
131
TNF
Montana
$429K
OWA
132
Outlook Wealth Advisors
Texas
$428K +$7.61K +122 +2%
F4L
133
Fortune 45 LLC
Louisiana
$427K -$148K -2,376 -26%
VCM
134
Vision Capital Management
Oregon
$420K
BSW
135
Buckingham Strategic Wealth
Missouri
$418K
MG
136
Mather Group
Illinois
$417K -$7.54K -121 -2%
ATPW
137
Ashton Thomas Private Wealth
Arizona
$412K -$276K -4,420 -40%
AWM
138
Accel Wealth Management
Iowa
$398K -$2.99K -48 -0.7%
BFA
139
Beacon Financial Advisory
Ohio
$398K +$398K +6,379 New
RTL
140
Red Tortoise LLC
Georgia
$378K +$499 +8 +0.1%
PIC
141
Platt Investment Counsel
Florida
$366K -$31.2K -500 -8%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$361K +$178K +1,828 +97%
BWM
143
Baystate Wealth Management
Massachusetts
$355K +$499 +8 +0.1%
VAG
144
VisionPoint Advisory Group
Texas
$354K +$354K +5,671 New
ACM
145
AlphaStar Capital Management
North Carolina
$343K +$54.9K +881 +19%
GRP
146
Global Retirement Partners
California
$343K
SB
147
Strategic Blueprint
Georgia
$340K -$91.3K -1,465 -21%
SS
148
Sunbelt Securities
Texas
$330K +$190K +3,050 +136%
LAM
149
LifePro Asset Management
California
$325K -$340K -5,459 -51%
NCM
150
Noesis Capital Mangement
Florida
$323K