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iShares Morningstar Growth ETF

162 hedge funds and large institutions have $945M invested in iShares Morningstar Growth ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+21
Holders Change %
+14.89%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
31
Increased
51
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$7.67M +$686K +14,625 +10%
GWM
27
Geneos Wealth Management
Colorado
$7.66M +$6.71M +147,735 +710%
Citadel Advisors
28
Citadel Advisors
Florida
$7.03M -$437K -9,315 -6%
AWA
29
Arkadios Wealth Advisors
Georgia
$6.83M -$168K -3,430 -2%
Citigroup
30
Citigroup
New York
$6.3M -$288K -6,135 -4%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$6.21M +$6.21M +132,415 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.31M +$4.56M +97,230 +608%
Stifel Financial
33
Stifel Financial
Missouri
$4.3M -$908K -19,360 -17%
CWM
34
Cornerstone Wealth Management
Missouri
$4.03M +$411K +8,760 +11%
FAIM
35
Financial Advocates Investment Management
Washington
$3.91M +$3.91M +83,305 New
LFAS
36
Level Four Advisory Services
Texas
$3.82M -$184K -3,920 -5%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$3.71M +$3.2M +67,160 +628%
WWM
38
WJ Wealth Management
Arizona
$3.64M +$3.64M +77,540 New
AI
39
Atria Investments
North Carolina
$3.47M +$3.47M +74,015 New
GG
40
GenWealth Group
New Jersey
$3.42M -$24.3K -510 -0.7%
JIC
41
Johnson Investment Counsel
Ohio
$3.39M -$46.9K -1,000 -1%
PCIA
42
Prime Capital Investment Advisors
Kansas
$3.19M -$303K -6,460 -9%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$3.18M +$2.82M +60,225 +795%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$3.04M -$55.8K -1,190 -2%
MWM
45
Marietta Wealth Management
Georgia
$2.95M -$277K -5,900 -9%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.88M
TFCP
47
Twin Focus Capital Partners
Massachusetts
$2.84M
TC
48
TAP Consulting
Missouri
$2.58M -$9.61K -205 -0.4%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$2.58M +$156K +3,325 +6%
PFA
50
Pinnacle Family Advisors
Missouri
$2.49M -$1.72M -36,575 -41%