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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.

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 %
FIG
176
FundX Investment Group
California
$3.83K -$5.14K -93,538 -57%
COCM
177
Charter Oak Capital Management
New Hampshire
$2K
AssetMark Inc
178
AssetMark Inc
California
$2K +$2K +37 New
CRWM
179
Castle Rock Wealth Management
California
-$1.13M -92,145 Closed
SI
180
SimpliFi Inc
California
-$4.48M -77,645 Closed
Citadel Advisors
181
Citadel Advisors
Florida
-$1.29M -22,350 Closed
VFA
182
Voya Financial Advisors
Connecticut
-$597K -10,495 Closed
MHS
183
M Holdings Securities
Oregon
-$527K -9,135 Closed
C
184
Certuity
Florida
-$390K -6,760 Closed
DAS
185
Dynamic Advisor Solutions
Arizona
-$375K -6,505 Closed
AP
186
Advisors Preferred
Maryland
-$217K -3,695 Closed
SIM
187
Seaview Investment Managers
Florida
-$205K -3,560 Closed
SPIA
188
Steward Partners Investment Advisory
New York
-$86.5K -1,500 Closed
AIC
189
Ameritas Investment Company
Nebraska
-$57.7K -1,000 Closed
VFA
190
Valeo Financial Advisors
Indiana
-$32K -560 Closed
FFW
191
Fusion Family Wealth
New York
-$30K -515 Closed
RWB
192
RMR Wealth Builders
New Jersey
-$24K -415 Closed
TAIM
193
TD Ameritrade Investment Management
Nebraska
-$23K -390 Closed
AIC
194
Archer Investment Corporation
Indiana
-$9.23K -160 Closed