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iShares Morningstar Growth ETF

95 hedge funds and large institutions have $320M invested in iShares Morningstar Growth ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
31
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BOTW
51
Bank of the West
California
$411K
APP
52
Avantax Planning Partners
Iowa
$395K +$395K +13,485 New
SAM
53
Summit Asset Management
Tennessee
$392K -$15.1K -515 -4%
BTS
54
BB&T Securities
Virginia
$379K -$34.5K -1,180 -8%
RJA
55
Raymond James & Associates
Florida
$377K +$6.15K +210 +2%
ACP
56
Arcus Capital Partners
Georgia
$366K -$46.3K -1,580 -11%
VCM
57
Vision Capital Management
Oregon
$331K
M&T Bank
58
M&T Bank
New York
$325K -$12.6K -430 -4%
TRCT
59
Tower Research Capital (TRC)
New York
$320K -$87.8K -3,000 -22%
SWP
60
Stratos Wealth Partners
Ohio
$318K -$9.8K -335 -3%
DC
61
Davenport & Co
Virginia
$275K -$4.1K -140 -1%
EGA
62
Eagle Global Advisors
Texas
$262K +$262K +8,950 New
SPC
63
Sigma Planning Corp
Michigan
$256K +$256K +8,740 New
FWP
64
FAS Wealth Partners
Kansas
$255K
SFA
65
Sequoia Financial Advisors
Ohio
$251K
VFA
66
Voya Financial Advisors
Connecticut
$230K +$230K +7,895 New
BRWA
67
B. Riley Wealth Advisors
Florida
$223K -$24.9K -850 -10%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$223K +$223K +7,615 New
Creative Planning
69
Creative Planning
Kansas
$215K -$31.9K -1,090 -13%
FAAS
70
First Allied Advisory Services
California
$209K +$209K +7,110 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$146K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$135K -$293 -10 -0.2%
IWM
73
IHT Wealth Management
Illinois
$129K +$149 +5 +0.1%
PFBT
74
Parkside Financial Bank & Trust
Missouri
$102K
GRP
75
Global Retirement Partners
California
$84K -$20.5K -700 -20%