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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.

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 %
SAM
51
Summit Asset Management
Tennessee
$339K -$9.99K -410 -3%
SFA
52
Sequoia Financial Advisors
Ohio
$315K +$21K +860 +7%
M&T Bank
53
M&T Bank
New York
$308K -$11.7K -480 -4%
VCM
54
Vision Capital Management
Oregon
$305K +$4.75K +195 +2%
WI
55
WBI Investments
New Jersey
$297K -$78K -3,195 -21%
SI
56
SII Investments
Wisconsin
$288K -$62.3K -2,555 -18%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$285K +$21K +860 +8%
Stifel Financial
58
Stifel Financial
Missouri
$255K -$402K -16,475 -61%
BRWA
59
B. Riley Wealth Advisors
Florida
$255K -$27.3K -1,120 -10%
DC
60
Davenport & Co
Virginia
$251K
NPC
61
National Planning Corporation
California
$251K +$5.7K +240 +2%
SHGA
62
Sand Hill Global Advisors
California
$228K
SWP
63
Stratos Wealth Partners
Ohio
$219K +$219K +8,970 New
FWP
64
FAS Wealth Partners
Kansas
$213K +$213K +8,720 New
Creative Planning
65
Creative Planning
Kansas
$190K +$32.1K +1,315 +20%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$187K +$62.5K +2,565 +50%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$135K +$13.4K +550 +11%
PFBT
68
Parkside Financial Bank & Trust
Missouri
$109K
NSIM
69
North Star Investment Management
Illinois
$64K
FIB
70
First Interstate Bank
Montana
$61K
KA
71
Klingman & Associates
New York
$51K +$123 +5 +0.2%
IA
72
IFP Advisors
Florida
$50K
AWM
73
Avior Wealth Management
Nebraska
$49K +$49K +1,990 New
NFG
74
Next Financial Group
Texas
$46K +$46K +1,875 New
HS
75
Horan Securities
United States
$42K +$42K +1,740 New