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iShares Morningstar Growth ETF

65 hedge funds and large institutions have $240M invested in iShares Morningstar Growth ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$943K -$5.66K -250 -0.6%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$923K +$923K +40,800 New
US Bancorp
28
US Bancorp
Minnesota
$898K +$404K +17,875 +82%
ICAS
29
Investors Capital Advisory Services
Massachusetts
$670K -$27.8K -1,230 -4%
WBG
30
Wharton Business Group
Pennsylvania
$668K +$41.3K +1,825 +7%
CAG
31
Crestwood Advisors Group
Massachusetts
$633K +$35.7K +1,575 +6%
TFCP
32
Twin Focus Capital Partners
Massachusetts
$586K -$521K -23,020 -47%
CAL
33
Capital Advisors Ltd
Ohio
$485K
MC
34
Moors & Cabot
Massachusetts
$469K
NPC
35
National Planning Corporation
California
$463K -$28.9K -1,300 -6%
WI
36
WBI Investments
New Jersey
$434K -$42.5K -1,875 -9%
M&T Bank
37
M&T Bank
New York
$422K +$150K +6,650 +55%
Creative Planning
38
Creative Planning
Kansas
$406K -$146K -6,475 -27%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$395K +$395K +17,485 New
PA
40
Pinnacle Associates
New York
$385K -$10.1K -445 -3%
SPC
41
Sigma Planning Corp
Michigan
$370K +$370K +16,355 New
SFA
42
Sequoia Financial Advisors
Ohio
$367K -$44.1K -1,950 -11%
BFG
43
Beacon Financial Group
Texas
$366K -$1.05M -45,945 -74%
Northern Trust
44
Northern Trust
Illinois
$355K +$355K +15,670 New
SAM
45
Summit Asset Management
Tennessee
$336K
SI
46
SII Investments
Wisconsin
$289K +$13.8K +610 +5%
Goldman Sachs
47
Goldman Sachs
New York
$260K -$157K -6,915 -38%
CA
48
Cetera Advisors
Colorado
$245K -$84.4K -3,750 -26%
Barclays
49
Barclays
United Kingdom
$236K
MA
50
MUFG Americas
New York
$225K