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iShares Morningstar Growth ETF

214 hedge funds and large institutions have $936M invested in iShares Morningstar Growth ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
21
Increased
49
Reduced
70
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
126
Flagstar Advisors
New York
$424K -$304K -5,094 -42%
T
127
TNF
Montana
$412K
F4L
128
Fortune 45 LLC
Louisiana
$409K
OWA
129
Outlook Wealth Advisors
Texas
$402K -$7.28K -122 -2%
JWCA
130
J.W. Cole Advisors
Florida
$402K -$21.5K -360 -5%
BSW
131
Buckingham Strategic Wealth
Missouri
$400K
KA
132
Kovack Advisors
Florida
$395K -$38.2K -640 -9%
MG
133
Mather Group
Illinois
$389K -$9.96K -167 -2%
BFA
134
Beacon Financial Advisory
Ohio
$376K -$4.18K -70 -1%
AWM
135
Accel Wealth Management
Iowa
$375K -$5.91K -99 -2%
RTL
136
Red Tortoise LLC
Georgia
$362K
GRP
137
Global Retirement Partners
California
$357K +$28.7K +481 +9%
CAL
138
Capital Analysts LLC
Pennsylvania
$354K -$292K -4,895 -45%
DI
139
DFPG Investments
Utah
$353K -$110K -1,786 -24%
BWM
140
Baystate Wealth Management
Massachusetts
$346K +$6.56K +110 +2%
PIC
141
Platt Investment Counsel
Florida
$327K -$23.9K -400 -7%
SS
142
Sunbelt Securities
Texas
$325K +$9.66K +162 +3%
NCM
143
Noesis Capital Mangement
Florida
$309K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$308K +$3.34K +56 +1%
William Blair & Company
145
William Blair & Company
Illinois
$304K +$236K +3,949 +343%
PCMC
146
Paragon Capital Management (Colorado)
Colorado
$303K
BFG
147
Bouchey Financial Group
New York
$302K +$302K +5,060 New
TB
148
Treynor Bancshares
Iowa
$298K
HKIMG
149
Hutchens & Kramer Investment Management Group
Indiana
$294K +$14.5K +241 +5%
SWA
150
Sutton Wealth Advisors
Florida
$290K