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iShares Morningstar Growth ETF

177 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
16
Increased
48
Reduced
71
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$118K -$12.3K -190 -9%
CMA
152
Cedar Mountain Advisors
Oregon
$117K
PB
153
Pinnacle Bancorp
Nebraska
$87K -$29.1K -450 -25%
TFGT
154
TS Financial Group (TSFG)
Illinois
$84K
SFSIG
155
San Francisco Sentry Investment Group
California
$80K +$195 +3 +0.2%
AWM
156
Avior Wealth Management
Nebraska
$64K
CA
157
Crewe Advisors
Utah
$61K
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$59K +$59K +911 New
CFA
159
Carroll Financial Associates
North Carolina
$50K
WT
160
Washington Trust
Rhode Island
$49K -$22.9K -350 -32%
IF
161
Ironwood Financial
Arizona
$39K
William Blair & Company
162
William Blair & Company
Illinois
$34K -$1.31K -20 -4%
Barclays
163
Barclays
United Kingdom
$34K +$34K +529 New
FBT
164
First Bank & Trust
South Dakota
$32K
BlackRock
165
BlackRock
New York
$27K -$2.82K -44 -9%
SB
166
Strategic Blueprint
Georgia
$26K +$26K +400 New
LAS
167
Lloyd Advisory Services
Georgia
$25K +$25K +390 New
SN
168
Sittner & Nelson
Oregon
$25K +$25K +392 New
FCA
169
FinTrust Capital Advisors
South Carolina
$23K
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$17K -$3.43K -52 -17%
KFI
171
Key Financial Inc
Pennsylvania
$17K
MFT
172
Moisand Fitzgerald Tamayo
Florida
$16K +$16K +250 New
CCMW
173
Cypress Capital Management (Wyoming)
Wyoming
$15K
CWA
174
Clearview Wealth Advisors
Oregon
$8K
CAAS
175
Capital Asset Advisory Services
Michigan
$7K