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iShares Morningstar Growth ETF

141 hedge funds and large institutions have $568M invested in iShares Morningstar Growth ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
23
Increased
46
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACP
76
Arcus Capital Partners
Georgia
$603K -$174K -4,675 -22%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$594K -$207K -5,580 -26%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$582K +$41.1K +1,105 +8%
PWS
79
Private Wealth Strategies
Ohio
$567K +$186 +5 +0%
PA
80
Pinnacle Associates
New York
$555K
CA
81
Cetera Advisors
Colorado
$542K +$5.02K +135 +0.9%
EWA
82
EP Wealth Advisors
California
$534K
HWM
83
Howard Wealth Management
Connecticut
$526K
XF
84
XML Financial
Maryland
$506K +$111K +2,975 +28%
GSC
85
G&S Capital
Colorado
$494K +$494K +13,315 New
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$481K +$37.2K +1,000 +8%
SAM
87
Summit Asset Management
Tennessee
$479K
CA
88
Calton & Associates
Florida
$475K +$286K +7,690 +151%
IWM
89
IHT Wealth Management
Illinois
$418K +$418K +11,245 New
PCS
90
Personal CFO Solutions
New Jersey
$402K +$7.43K +200 +2%
TCWM
91
Total Clarity Wealth Management
Illinois
$396K -$71.8K -1,935 -15%
SAG
92
Spotlight Asset Group
Illinois
$377K -$95.4K -2,565 -20%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$377K +$37.9K +1,075 +11%
GRP
94
Global Retirement Partners
California
$366K +$218K +5,865 +147%
KLI
95
Kelman-Lazarov Inc
Tennessee
$320K -$1.49K -40 -0.5%
BSW
96
Buckingham Strategic Wealth
Missouri
$315K
Jane Street
97
Jane Street
New York
$298K +$298K +8,020 New
WBG
98
Wharton Business Group
Pennsylvania
$297K -$260K -6,985 -47%
VCM
99
Vision Capital Management
Oregon
$296K
HWA
100
HHM Wealth Advisors
Tennessee
$283K