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iShares Morningstar Growth ETF

206 hedge funds and large institutions have $1.18B invested in iShares Morningstar Growth ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 14 closing their positions.

Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
3.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
55
Reduced
69
Closed
14
Calls
$313K
Puts
Net Calls
+$313K
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
201
Clearview Wealth Advisors
Oregon
$9K
CAAS
202
Capital Asset Advisory Services
Michigan
$8K
FAG
203
Fortitude Advisory Group
Washington
$4K +$4K +52 New
AssetMark Inc
204
AssetMark Inc
California
$3K +$2.2K +33 +275%
HNWAG
205
High Net Worth Advisory Group
Florida
$3K +$3K +35 New
COCM
206
Charter Oak Capital Management
New Hampshire
$2K
FHC
207
First Heartland Consultants
Missouri
$318 +4 +0.1%
FTUS
208
Flow Traders U.S.
New York
-$3.07M -46,853 Closed
C
209
Certuity
Florida
-$783K -11,941 Closed
AI
210
AXS Investments
New York
-$553K -8,430 Closed
SS
211
Sunbelt Securities
Texas
-$404K -6,173 Closed
CCT
212
Country Club Trust
Missouri
-$305K -4,625 Closed
BPA
213
Beacon Pointe Advisors
California
-$264K -4,026 Closed
PCS
214
Personal CFO Solutions
New Jersey
-$207K -3,165 Closed
HI
215
Harbour Investments
Wisconsin
-$137K -2,095 Closed
WT
216
Washington Trust
Rhode Island
-$49K -750 Closed
IF
217
Ironwood Financial
Arizona
-$39K -600 Closed
LAS
218
Lloyd Advisory Services
Georgia
-$26K -395 Closed
CCMW
219
Cypress Capital Management (Wyoming)
Wyoming
-$15K -225 Closed
Barclays
220
Barclays
United Kingdom
-$3K -41 Closed
GKWIM
221
Gerber Kawasaki Wealth & Investment Management
California
-$1K -1 Closed