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iShares Morningstar Growth ETF

94 hedge funds and large institutions have $300M invested in iShares Morningstar Growth ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
25
Reduced
33
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.69M -$786K -28,230 -32%
Citadel Advisors
27
Citadel Advisors
Florida
$1.58M -$1.18M -42,265 -43%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.43M -$203K -7,270 -12%
KA
29
Kovack Advisors
Florida
$1.43M +$2.51K +90 +0.2%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$1.42M +$324K +11,635 +30%
CA
31
Cetera Advisors
Colorado
$1.39M +$47.6K +1,705 +4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.25M -$3.11M -111,590 -71%
RWP
33
RWA Wealth Partners
Massachusetts
$1.13M -$4.04K -145 -0.4%
SG Americas Securities
34
SG Americas Securities
New York
$1.06M -$223K -8,000 -17%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$953K +$46.2K +1,660 +5%
MWM
36
Marietta Wealth Management
Georgia
$940K +$147K +5,270 +18%
NPC
37
National Planning Corporation
California
$846K +$529K +19,070 +167%
BWM
38
Baystate Wealth Management
Massachusetts
$825K +$123K +4,315 +18%
TH
39
Timber Hill
Connecticut
$794K -$17.4K -625 -2%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$780K +$39K +1,395 +5%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$745K -$22.4K -805 -3%
US Bancorp
42
US Bancorp
Minnesota
$683K -$171K -6,120 -20%
SB
43
Suntrust Banks
Georgia
$678K +$211K +8,725 +45%
IH
44
IFC Holdings
Florida
$672K +$672K +24,090 New
CAL
45
Capital Advisors Ltd
Ohio
$597K
MC
46
Moors & Cabot
Massachusetts
$557K
Stifel Financial
47
Stifel Financial
Missouri
$525K +$223K +8,000 +74%
WBG
48
Wharton Business Group
Pennsylvania
$519K
EFS
49
Essex Financial Services
Connecticut
$454K
PA
50
Pinnacle Associates
New York
$435K -$21K -755 -5%