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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.45% more ownership

Funds ownership: 53.82%54.27% (+0.45%)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
217
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$7.71M
2 +$4.46M
3 +$2.41M
4
EF
Empowered Funds
Pennsylvania
+$1.94M
5
W
Wealthquest
Ohio
+$1.9M

Top Sellers

1 -$10M
2 -$9.18M
3 -$7.82M
4
CT
Clearstead Trust
Maine
-$2.91M
5
Morgan Stanley
Morgan Stanley
New York
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$204M
2
$74.4M
3
$70.6M
4
$48.3M
5
$48.1M
6
$44.2M
7
$40M
8
$28.8M
9
$22.1M
10
$22.1M
11
$21.9M
12
$16.8M
13
$12.7M
14
$12.3M
15
$12M
16
$9.85M
17
$9.24M
18
$9.1M
19
$9.05M
20
$7.45M
21
$7M
22
$6.8M
23
$6.27M
24
$6.05M
25
$4.64M