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iShares Morningstar Growth ETF

214 hedge funds and large institutions have $936M invested in iShares Morningstar Growth ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
21
Increased
49
Reduced
70
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
176
Harbor Investment Advisory
Maryland
$143K -$16.4K -275 -10%
IRC
177
Investors Research Corp
Georgia
$133K +$133K +2,236 New
MFA
178
McClarren Financial Advisors
Pennsylvania
$125K
KFI
179
Key Financial Inc
Pennsylvania
$120K
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$118K -$32.8K -550 -22%
CA
181
Crewe Advisors
Utah
$112K
CMA
182
Cedar Mountain Advisors
Oregon
$104K
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$103K -$118K -1,975 -53%
KA
184
Kozak & Associates
Colorado
$92.6K -$24.4K -401 -21%
SL
185
Salomon & Ludwin
Virginia
$87.4K +$87.4K +1,466 New
CFD
186
Creative Financial Designs
Indiana
$78.7K -$11.9K -199 -13%
TFGT
187
TS Financial Group (TSFG)
Illinois
$78K
HBW
188
Hazlett, Burt & Watson
West Virginia
$72K
SSWM
189
Sheets Smith Wealth Management
North Carolina
$70.1K +$70.1K +1,175 New
PB
190
Pinnacle Bancorp
Nebraska
$66.5K
NF
191
Norwood Financial
Pennsylvania
$59.7K
AWM
192
Avior Wealth Management
Nebraska
$59.4K
IPW
193
Impact Partnership Wealth
Georgia
$56.8K +$47.7K +799 +519%
CFGS
194
Concourse Financial Group Securities
Alabama
$55.3K
US Bancorp
195
US Bancorp
Minnesota
$47.9K
WTA
196
Washington Trust Advisors
Massachusetts
$44.7K
RIA
197
Realta Investment Advisors
Delaware
$44.7K
Russell Investments Group
198
Russell Investments Group
United Kingdom
$37K -$895 -15 -2%
Legacy Financial Group (Iowa)
199
Legacy Financial Group (Iowa)
Iowa
$36.7K +$36.7K +615 New
EW
200
Element Wealth
Mississippi
$32.1K