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iShares Morningstar Growth ETF

140 hedge funds and large institutions have $554M invested in iShares Morningstar Growth ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
32
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
76
Gunderson Capital Management
South Carolina
$546K -$31.3K -745 -5%
SAM
77
Summit Asset Management
Tennessee
$542K
AWM
78
AE Wealth Management
Kansas
$539K +$120K +2,850 +29%
TCWM
79
Total Clarity Wealth Management
Illinois
$529K +$529K +12,605 New
SAG
80
Spotlight Asset Group
Illinois
$505K +$505K +12,700 New
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$501K +$266K +6,335 +113%
PAG
82
Private Advisor Group
New Jersey
$467K +$49.1K +1,170 +12%
XF
83
XML Financial
Maryland
$447K +$447K +10,645 New
PCS
84
Personal CFO Solutions
New Jersey
$446K
RW
85
RVW Wealth
California
$443K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$409K -$2.86M -67,160 -87%
SPC
87
Sigma Planning Corp
Michigan
$384K -$4.32M -102,935 -92%
VFA
88
Voya Financial Advisors
Connecticut
$382K -$14.1K -335 -4%
SS
89
Simplicity Solutions
Minnesota
$382K +$63.5K +1,510 +20%
KLI
90
Kelman-Lazarov Inc
Tennessee
$363K -$110K -2,625 -23%
PAS
91
Park Avenue Securities
New York
$362K +$8.19K +195 +2%
BSW
92
Buckingham Strategic Wealth
Missouri
$356K -$45.1K -1,075 -11%
VCM
93
Vision Capital Management
Oregon
$335K
NNP
94
Nachman Norwood & Parrott
South Carolina
$325K
HWA
95
HHM Wealth Advisors
Tennessee
$320K
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$318K
BWM
97
Baystate Wealth Management
Massachusetts
$307K -$613K -14,575 -67%
PFS
98
Prospera Financial Services
Texas
$284K -$2.1K -50 -0.7%
RBFC
99
Roman Butler Fullerton & Co
Missouri
$268K -$173K -4,110 -39%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$268K