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iShares Morningstar Growth ETF

233 hedge funds and large institutions have $1.15B invested in iShares Morningstar Growth ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
38
Increased
69
Reduced
73
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CMA
201
Cedar Mountain Advisors
Oregon
$119K
CFD
202
Creative Financial Designs
Indiana
$111K +$21.4K +316 +24%
TFGT
203
TS Financial Group (TSFG)
Illinois
$88K
SL
204
Salomon & Ludwin
Virginia
$87.4K
HBW
205
Hazlett, Burt & Watson
West Virginia
$82K
PB
206
Pinnacle Bancorp
Nebraska
$75.6K
MWM
207
MGB Wealth Management
Texas
$67.8K +$67.8K +1,000 New
NF
208
Norwood Financial
Pennsylvania
$67.8K
AWM
209
Avior Wealth Management
Nebraska
$67.5K
UB
210
UMB Bank
Missouri
$66.3K +$66.3K +977 New
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$65.3K +$47.7K +700 +271%
CFGS
212
Concourse Financial Group Securities
Alabama
$62.7K
IPW
213
Impact Partnership Wealth
Georgia
$62.1K -$2.51K -37 -4%
WTA
214
Washington Trust Advisors
Massachusetts
$50.9K
KA
215
Kozak & Associates
Colorado
$43.5K -$60.4K -887 -58%
EW
216
Element Wealth
Mississippi
$36.5K
MCM
217
MidAtlantic Capital Management
Virginia
$36.2K +$36.2K +534 New
CJ
218
Caitlin John
Michigan
$31K +$31K +457 New
SWM
219
Spire Wealth Management
Virginia
$30.8K
GJIA
220
Glass Jacobson Investment Advisors
Maryland
$29.4K +$136 +2 +0.5%
SN
221
Sittner & Nelson
Oregon
$26.6K
FCA
222
FinTrust Capital Advisors
South Carolina
$24.1K
Russell Investments Group
223
Russell Investments Group
United Kingdom
$18.9K -$23.1K -340 -55%
JFA
224
JNBA Financial Advisors
Minnesota
$18.9K
PA
225
PSI Advisors
Florida
$16.5K +$68 +1 +0.4%