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iShares Morningstar Growth ETF

162 hedge funds and large institutions have $945M invested in iShares Morningstar Growth ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+21
Holders Change %
+14.89%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
31
Increased
51
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HGWM
76
Horst & Graben Wealth Management
Oregon
$1.11M +$703 +15 +0.1%
FSC
77
Full Sail Capital
Oklahoma
$1.09M
OWA
78
Outlook Wealth Advisors
Texas
$1.08M +$1.08M +23,100 New
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$1.04M +$304K +6,475 +41%
IA
80
IFP Advisors
Florida
$1.01M +$787K +17,200 +361%
GRP
81
Global Retirement Partners
California
$1M +$539K +11,505 +117%
BRWA
82
B. Riley Wealth Advisors
Florida
$971K +$9.62K +205 +1%
CAL
83
Capital Advisors Ltd
Ohio
$966K
NA
84
NewEdge Advisors
Louisiana
$943K +$122K +2,610 +15%
VFA
85
Voya Financial Advisors
Connecticut
$887K -$5.72K -125 -0.6%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$851K -$7.5K -160 -0.9%
GIA
87
Gladstone Institutional Advisory
Florida
$841K +$29.8K +635 +4%
HSWM
88
Hubbell Strickland Wealth Management
Louisiana
$824K
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$821K +$214K +4,565 +35%
ACP
90
Arcus Capital Partners
Georgia
$762K +$1.41K +30 +0.2%
CA
91
Cetera Advisors
Colorado
$738K +$53.7K +1,145 +8%
PA
92
Pinnacle Associates
New York
$736K +$35.4K +755 +5%
HWM
93
Howard Wealth Management
Connecticut
$694K +$29.5K +630 +4%
TRCT
94
Tower Research Capital (TRC)
New York
$675K -$146K -3,110 -18%
EWA
95
EP Wealth Advisors
California
$665K -$534K -14,385 Closed
PAG
96
Private Advisory Group
Washington
$659K +$659K +14,060 New
Renaissance Technologies
97
Renaissance Technologies
New York
$657K +$657K +14,000 New
XF
98
XML Financial
Maryland
$639K
MA
99
Mutual Advisors
Nebraska
$625K +$625K +13,330 New
GSC
100
G&S Capital
Colorado
$621K -$3.75K -80 -0.6%