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iShares Morningstar Growth ETF

104 hedge funds and large institutions have $397M invested in iShares Morningstar Growth ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
33
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$222K -$58.1K -1,775 -21%
KFA
77
Kelleher Financial Advisors
New York
$197K +$197K +6,025 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$178K +$27.5K +840 +18%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$163K
IWM
80
IHT Wealth Management
Illinois
$154K +$16.1K +505 +12%
GRP
81
Global Retirement Partners
California
$125K +$30.4K +925 +32%
RCAG
82
Rehmann Capital Advisory Group
Michigan
$120K +$120K +3,675 New
PFBT
83
Parkside Financial Bank & Trust
Missouri
$115K
NSIM
84
North Star Investment Management
Illinois
$87K
FIB
85
First Interstate Bank
Montana
$82K
BlackRock
86
BlackRock
New York
$74K +$74K +2,250 New
APA
87
American Portfolios Advisors
New York
$65K
HS
88
Horan Securities
United States
$58K +$164 +5 +0.3%
PS
89
Portfolio Strategies
New York
$55K
ASN
90
Advisory Services Network
Georgia
$48K
IF
91
Ironwood Financial
Arizona
$41K
SFSIG
92
San Francisco Sentry Investment Group
California
$40K
WP
93
WealthShield Partners
North Carolina
$33K -$13.7K -420 -29%
AWM
94
Avior Wealth Management
Nebraska
$33K
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$32K
CFA
96
Carroll Financial Associates
North Carolina
$25K
APP
97
Avantax Planning Partners
Iowa
$23K +$23K +690 New
AIM
98
Advantage Investment Management
Iowa
$20K
FFW
99
Fusion Family Wealth
New York
$17K
IA
100
IFP Advisors
Florida
$12K