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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 %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$281K
Franklin Resources
102
Franklin Resources
California
$273K +$273K +7,360 New
LFS
103
Legacy Financial Strategies
Kansas
$245K -$609K -16,355 -71%
RBFC
104
Roman Butler Fullerton & Co
Missouri
$234K -$2.41K -65 -1%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$233K -$4.46K -120 -2%
AWM
106
AE Wealth Management
Kansas
$223K -$253K -6,820 -53%
EGA
107
Eagle Global Advisors
Texas
$216K +$3.71K +100 +2%
ASN
108
Advisory Services Network
Georgia
$213K +$3.53K +95 +2%
SFA
109
Sequoia Financial Advisors
Ohio
$211K
WWM
110
Windsor Wealth Management
Indiana
$207K
FHA
111
Flagship Harbor Advisors
Massachusetts
$207K +$2.61K +70 +1%
BWM
112
Baystate Wealth Management
Massachusetts
$202K -$69.3K -1,865 -26%
IA
113
IFP Advisors
Florida
$179K +$169K +4,500 +1,731%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$167K -$18.6K -500 -10%
KPW
115
Kore Private Wealth
New York
$126K +$126K +3,400 New
SWA
116
Stratos Wealth Advisors
Ohio
$107K +$107K +2,875 New
NSIM
117
North Star Investment Management
Illinois
$98K
LWANC
118
Laurel Wealth Advisors (North Carolina)
North Carolina
$97K
CMA
119
Cedar Mountain Advisors
Oregon
$80K
NFG
120
Next Financial Group
Texas
$75K -$8.56K -230 -10%
APA
121
American Portfolios Advisors
New York
$74.5K +$186 +5 +0.3%
CFGS
122
Concourse Financial Group Securities
Alabama
$57K +$22.7K +610 +66%
KFI
123
Key Financial Inc
Pennsylvania
$51K +$51K +1,360 New
PB
124
Pinnacle Bancorp
Nebraska
$50K
TFGT
125
TS Financial Group (TSFG)
Illinois
$48K