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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 %
IA
151
IFP Advisors
Florida
$322K -$165K -2,644 -34%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$318K +$62 +1 +0%
PCMC
153
Paragon Capital Management (Colorado)
Colorado
$316K -$3.18K -51 -1%
TB
154
Treynor Bancshares
Iowa
$312K
SWA
155
Sutton Wealth Advisors
Florida
$303K +$303K +4,860 New
Marshall Wace
156
Marshall Wace
United Kingdom
$299K +$299K +4,796 New
HKIMG
157
Hutchens & Kramer Investment Management Group
Indiana
$290K -$58.7K -942 -17%
CB
158
Commerce Bank
Missouri
$287K
PAG
159
Paladin Advisory Group
Iowa
$286K
FHC
160
First Heartland Consultants
Missouri
$279K +$374 +6 +0.1%
LWM
161
LJI Wealth Management
Indiana
$273K +$273K +4,380 New
MA
162
Mutual Advisors
Nebraska
$273K -$2.49K -40 -0.9%
TC
163
TownSquare Capital
Utah
$268K -$177K -2,839 -40%
KAS
164
Kestra Advisory Services
Texas
$266K +$21.5K +345 +9%
SPWG
165
Syntegra Private Wealth Group
Missouri
$265K
REMPR
166
Roof Eidam Maycock Peralta (REMP)
California
$265K
AAS
167
Annex Advisory Services
Wisconsin
$257K
CSPIA
168
Cary Street Partners Investment Advisory
Virginia
$254K +$254K +4,074 New
KFA
169
Kelleher Financial Advisors
New York
$247K +$11.2K +180 +5%
FIA
170
Foundations Investment Advisors
Arizona
$244K +$244K +3,921 New
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$240K -$14.6K -235 -6%
TSWM
172
Tyler-Stone Wealth Management
Ohio
$238K +$238K +3,817 New
EGA
173
Eagle Global Advisors
Texas
$231K -$3.12K -50 -1%
SFA
174
Sequoia Financial Advisors
Ohio
$227K
FIC
175
Family Investment Center
Missouri
$225K +$225K +3,602 New