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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.45% more ownership

Funds ownership: 53.82%54.27% (+0.45%)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
217
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$7.71M
2 +$4.46M
3 +$2.41M
4
EF
Empowered Funds
Pennsylvania
+$1.94M
5
W
Wealthquest
Ohio
+$1.9M

Top Sellers

1 -$10M
2 -$9.18M
3 -$7.82M
4
CT
Clearstead Trust
Maine
-$2.91M
5
Morgan Stanley
Morgan Stanley
New York
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$322K
152
$318K
153
$316K
154
$312K
155
$303K
156
$299K
157
$290K
158
$287K
159
$286K
160
$279K
161
$273K
162
$273K
163
$268K
164
$266K
165
$265K
166
$265K
167
$257K
168
$254K
169
$247K
170
$244K
171
$240K
172
$238K
173
$231K
174
$227K
175
$225K