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iShares Morningstar Growth ETF

252 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
71
Reduced
76
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
126
Marshall Wace
United Kingdom
$676K -$121K -1,490 -15%
Nomura Asset Management
127
Nomura Asset Management
Japan
$665K
HWM
128
HB Wealth Management
Georgia
$658K
WBG
129
Wharton Business Group
Pennsylvania
$650K
Cerity Partners
130
Cerity Partners
New York
$649K
CFP
131
Catalyst Financial Partners
Massachusetts
$639K +$639K +7,850 New
HWA
132
HHM Wealth Advisors
Tennessee
$621K
JWCA
133
J.W. Cole Advisors
Florida
$617K +$26K +319 +4%
BC
134
Bowman & Company
Wisconsin
$594K -$244 -3 -0%
LI
135
LRI Investments
Florida
$589K -$20.4K -250 -3%
SEIA
136
Signature Estate & Investment Advisors
California
$588K +$588K +7,225 New
CMP
137
Courage Miller Partners
Virginia
$570K
F4L
138
Fortune 45 LLC
Louisiana
$561K +$489 +6 +0.1%
BSW
139
Buckingham Strategic Wealth
Missouri
$555K +$8.06K +99 +1%
SS
140
Sunbelt Securities
Texas
$554K +$40.9K +503 +8%
SOS
141
Silver Oak Securities
Tennessee
$552K +$552K +6,774 New
VCM
142
Vision Capital Management
Oregon
$549K
PS
143
Principal Securities
Iowa
$547K +$27K +332 +5%
KA
144
Kovack Advisors
Florida
$544K +$13.2K +162 +2%
T
145
TNF
Montana
$543K
GRP
146
Global Retirement Partners
California
$519K +$23.4K +288 +5%
William Blair & Company
147
William Blair & Company
Illinois
$499K +$163 +2 +0%
MG
148
Mather Group
Illinois
$497K +$120K +1,595 +32%
RTL
149
Red Tortoise LLC
Georgia
$494K
CAL
150
Capital Analysts LLC
Pennsylvania
$487K +$407 +5 +0.1%