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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
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 %
EW
201
Element Wealth
Mississippi
$33.5K
SWM
202
Spire Wealth Management
Virginia
$27.6K
GJIA
203
Glass Jacobson Investment Advisors
Maryland
$26.9K +$26.9K +431 New
SN
204
Sittner & Nelson
Oregon
$24.4K
PCM
205
Penserra Capital Management
California
$20K +$20K +327 New
NC
206
NewSquare Capital
Pennsylvania
$17.8K +$17.8K +285 New
JFA
207
JNBA Financial Advisors
Minnesota
$17.4K
FCA
208
FinTrust Capital Advisors
South Carolina
$17.3K
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$16.1K
PA
210
PSI Advisors
Florida
$15.1K +$62 +1 +0.4%
AIC
211
Archer Investment Corporation
Indiana
$9.98K
IPW
212
Impact Partnership Wealth
Georgia
$9.6K +$9.6K +154 New
CWA
213
Clearview Wealth Advisors
Oregon
$7.79K
RFG
214
RFP Financial Group
Georgia
$7.24K +$7.24K +116 New
WCAMG
215
Woodard & Company Asset Management Group
North Carolina
$4.3K +$4.3K +69 New
CP
216
Castleview Partners
Texas
$623 +$623 +10 New
AA
217
Addison Advisors
Vermont
$250 +$250 +4 New
HNB
218
Huntington National Bank
Ohio
$62 -$55
TRCT
219
Tower Research Capital (TRC)
New York
-$915K -16,520 Closed
VF
220
VitalStone Financial
Texas
-$1.06M -14,708 Closed
Goldman Sachs
221
Goldman Sachs
New York
-$807K -14,582 Closed
RBFC
222
Roman Butler Fullerton & Co
Missouri
-$660K -12,193 Closed
KLI
223
Kelman-Lazarov Inc
Tennessee
-$399K -7,216 Closed
SG
224
StoneX Group
New York
-$329K -5,947 Closed
IA
225
IFG Advisory
Georgia
-$315K -5,687 Closed