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iShares Morningstar Growth ETF

88 hedge funds and large institutions have $306M invested in iShares Morningstar Growth ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
24
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
26
Kovack Advisors
Florida
$1.41M
SG Americas Securities
27
SG Americas Securities
New York
$1.21M +$85.4K +3,500 +8%
VKH
28
Virtu KCG Holdings
New York
$1.02M -$58.3K -2,390 -5%
US Bancorp
29
US Bancorp
Minnesota
$874K
CA
30
Cetera Advisors
Colorado
$854K +$292K +12,005 +52%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$765K +$65.6K +2,690 +9%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$709K +$11.7K +480 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$693K -$1.7M -69,925 -71%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$647K -$32.8K -1,345 -5%
TH
35
Timber Hill
Connecticut
$613K +$389K +15,955 +174%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$579K +$185K +7,570 +47%
CAL
37
Capital Advisors Ltd
Ohio
$523K
PAG
38
Private Advisor Group
New Jersey
$505K -$63.4K -2,620 -11%
FAAS
39
First Allied Advisory Services
California
$502K +$2.93K +120 +0.6%
MC
40
Moors & Cabot
Massachusetts
$487K
DWM
41
Destination Wealth Management
California
$476K +$476K +19,500 New
KLI
42
Kelman-Lazarov Inc
Tennessee
$468K
WBG
43
Wharton Business Group
Pennsylvania
$455K
PA
44
Pinnacle Associates
New York
$399K
RJA
45
Raymond James & Associates
Florida
$370K +$1.71K +70 +0.5%
CAG
46
Crestwood Advisors Group
Massachusetts
$351K -$118K -4,840 -25%
EFS
47
Essex Financial Services
Connecticut
$351K +$351K +14,375 New
BTS
48
BB&T Securities
Virginia
$350K -$12.1K -495 -3%
ACP
49
Arcus Capital Partners
Georgia
$346K -$614K -25,155 -64%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$341K -$52.2K -2,140 -13%