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iShares Morningstar Growth ETF

140 hedge funds and large institutions have $554M invested in iShares Morningstar Growth ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
32
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$3.33M +$414K +9,840 +14%
MWM
27
Marietta Wealth Management
Georgia
$3.28M -$7.56K -180 -0.2%
JIC
28
Johnson Investment Counsel
Ohio
$3.2M -$38.9K -925 -1%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$2.88M
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$2.77M -$30.4K -725 -1%
TFCP
31
Twin Focus Capital Partners
Massachusetts
$2.54M -$114K -2,725 -4%
US Bancorp
32
US Bancorp
Minnesota
$2.4M -$630 -15 -0%
Stifel Financial
33
Stifel Financial
Missouri
$2.39M +$61K +1,455 +3%
TC
34
TAP Consulting
Missouri
$2.37M -$186K -4,430 -7%
TW
35
Towerpoint Wealth
California
$2.31M -$56.7K -1,350 -2%
IDA
36
Intelligence Driven Advisers
California
$2.2M -$857K -20,420 -28%
PCIA
37
Prime Capital Investment Advisors
Kansas
$2.16M +$840 +20 +0%
BAMG
38
Brand Asset Management Group
Missouri
$2.01M -$22.9K -545 -1%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$1.99M
RJA
40
Raymond James & Associates
Florida
$1.98M -$720K -17,130 -27%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.79M -$172K -4,090 -9%
AHC
42
Adell Harriman & Carpenter
Texas
$1.79M -$165K -3,935 -8%
Creative Planning
43
Creative Planning
Kansas
$1.74M -$23.1K -550 -1%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.73M +$8.37K +200 +0.5%
DC
45
Davenport & Co
Virginia
$1.54M -$164K -3,905 -10%
ECM
46
ETrade Capital Management
Virginia
$1.46M -$89.5K -2,130 -6%
CMP
47
Courage Miller Partners
Virginia
$1.36M -$4.41K -105 -0.3%
CAN
48
Cetera Advisor Networks
California
$1.32M -$21.6K -515 -2%
RWP
49
RWA Wealth Partners
Massachusetts
$1.29M
KA
50
Kovack Advisors
Florida
$1.28M -$560K -13,320 -30%