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iShares Morningstar Growth ETF

91 hedge funds and large institutions have $289M invested in iShares Morningstar Growth ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
19
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BOTW
51
Bank of the West
California
$340K +$340K +14,040 New
SAM
52
Summit Asset Management
Tennessee
$337K
RJA
53
Raymond James & Associates
Florida
$333K -$33.4K -1,380 -9%
SFA
54
Sequoia Financial Advisors
Ohio
$283K -$30K -1,240 -10%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$283K
VCM
56
Vision Capital Management
Oregon
$278K -$25.4K -1,050 -8%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$276K +$276K +11,400 New
SI
58
SII Investments
Wisconsin
$258K -$26.1K -1,085 -9%
SB
59
Suntrust Banks
Georgia
$257K +$257K +10,630 New
NPC
60
National Planning Corporation
California
$256K -$9.42K -375 -4%
Stifel Financial
61
Stifel Financial
Missouri
$255K
Jane Street
62
Jane Street
New York
$254K -$2.81M -116,040 -92%
DC
63
Davenport & Co
Virginia
$226K -$23K -950 -9%
CAG
64
Crestwood Advisors Group
Massachusetts
$219K -$129K -5,325 -37%
FWP
65
FAS Wealth Partners
Kansas
$211K
BRWA
66
B. Riley Wealth Advisors
Florida
$207K -$45.9K -1,895 -18%
Creative Planning
67
Creative Planning
Kansas
$188K
IWM
68
IHT Wealth Management
Illinois
$158K +$158K +6,485 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$134K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$121K -$64.9K -2,680 -35%
PFBT
71
Parkside Financial Bank & Trust
Missouri
$108K
GRP
72
Global Retirement Partners
California
$87K +$87K +3,575 New
DADC
73
D.A. Davidson & Co
Montana
$68K +$51.3K +2,120 +307%
NSIM
74
North Star Investment Management
Illinois
$64K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$64K +$64K +2,645 New