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iShares Morningstar Growth ETF

108 hedge funds and large institutions have $404M invested in iShares Morningstar Growth ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
37
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$226K -$10.8K -310 -5%
Jane Street
77
Jane Street
New York
$223K -$4.88M -139,530 -96%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$212K +$21.8K +625 +11%
KFA
79
Kelleher Financial Advisors
New York
$210K
MIM
80
Marco Investment Management
Georgia
$208K +$208K +5,945 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$174K
GRP
82
Global Retirement Partners
California
$133K
RCAG
83
Rehmann Capital Advisory Group
Michigan
$128K
PFBT
84
Parkside Financial Bank & Trust
Missouri
$122K
NSIM
85
North Star Investment Management
Illinois
$92K
BFEC
86
Benjamin F. Edwards & Company
Missouri
$90K +$90K +2,570 New
FIB
87
First Interstate Bank
Montana
$87K
BlackRock
88
BlackRock
New York
$79K
APA
89
American Portfolios Advisors
New York
$69.3K
PS
90
Portfolio Strategies
New York
$59K
ASN
91
Advisory Services Network
Georgia
$53K
IF
92
Ironwood Financial
Arizona
$43K
SFSIG
93
San Francisco Sentry Investment Group
California
$43K
AWM
94
Avior Wealth Management
Nebraska
$35K
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$35K
CFA
96
Carroll Financial Associates
North Carolina
$27K
AIM
97
Advantage Investment Management
Iowa
$22K
WP
98
WealthShield Partners
North Carolina
$21K -$14.9K -420 -42%
VFA
99
Valeo Financial Advisors
Indiana
$20K +$20K +560 New
FFW
100
Fusion Family Wealth
New York
$18K