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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.

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 %
EB
176
Eastern Bank
Massachusetts
$209K +$209K +3,354 New
PTC
177
Private Trust Company
Ohio
$205K
SWA
178
SOA Wealth Advisors
New York
$169K +$62 +1 +0%
HIA
179
Harbor Investment Advisory
Maryland
$167K -$6.23K -100 -4%
FA
180
Fiduciary Alliance
South Carolina
$165K +$165K +2,647 New
LWANC
181
Laurel Wealth Advisors (North Carolina)
North Carolina
$162K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$157K
MFA
183
McClarren Financial Advisors
Pennsylvania
$130K +$186 +3 +0.1%
KFI
184
Key Financial Inc
Pennsylvania
$126K
KA
185
Kozak & Associates
Colorado
$120K
CA
186
Crewe Advisors
Utah
$117K
CMA
187
Cedar Mountain Advisors
Oregon
$109K
CFD
188
Creative Financial Designs
Indiana
$94.6K +$12.2K +196 +15%
TFGT
189
TS Financial Group (TSFG)
Illinois
$81K
HBW
190
Hazlett, Burt & Watson
West Virginia
$75K
William Blair & Company
191
William Blair & Company
Illinois
$71.8K -$39.6K -635 -36%
PB
192
Pinnacle Bancorp
Nebraska
$69.4K -$436 -7 -0.6%
NF
193
Norwood Financial
Pennsylvania
$62.3K
AWM
194
Avior Wealth Management
Nebraska
$62K
CFGS
195
Concourse Financial Group Securities
Alabama
$57.7K
US Bancorp
196
US Bancorp
Minnesota
$50.1K +$21.8K +350 +77%
WTA
197
Washington Trust Advisors
Massachusetts
$46.8K
RIA
198
Realta Investment Advisors
Delaware
$44.7K +$44.7K +717 New
Russell Investments Group
199
Russell Investments Group
United Kingdom
$39.6K +$39.6K +634 New
AF
200
Advisornet Financial
Minnesota
$34.3K