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iShares Morningstar Growth ETF

168 hedge funds and large institutions have $913M invested in iShares Morningstar Growth ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
23
Increased
42
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
101
J.W. Cole Advisors
Florida
$512K +$512K +9,580 New
PAG
102
Private Advisor Group
New Jersey
$504K -$8.24M -154,100 -94%
NSIM
103
North Star Investment Management
Illinois
$503K +$6.41K +120 +1%
NNP
104
Nachman Norwood & Parrott
South Carolina
$500K
PAS
105
Park Avenue Securities
New York
$496K
TCWM
106
Total Clarity Wealth Management
Illinois
$493K +$15K +280 +3%
SS
107
Simplicity Solutions
Minnesota
$485K -$25.8M -482,140 -98%
NA
108
NewEdge Advisors
Louisiana
$484K -$591K -11,065 -55%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$467K -$28.7K -535 -6%
NFG
110
Next Financial Group
Texas
$462K +$462K +8,630 New
KLI
111
Kelman-Lazarov Inc
Tennessee
$454K -$2.67K -50 -0.6%
BSW
112
Buckingham Strategic Wealth
Missouri
$454K
WBG
113
Wharton Business Group
Pennsylvania
$427K
Bank of Nova Scotia
114
Bank of Nova Scotia
Ontario, Canada
$415K +$415K +7,760 New
HWA
115
HHM Wealth Advisors
Tennessee
$408K
Franklin Resources
116
Franklin Resources
California
$394K
CCT
117
Country Club Trust
Missouri
$381K +$381K +7,125 New
CAN
118
Claraphi Advisory Network
United States
$379K -$57K -1,065 -13%
VCM
119
Vision Capital Management
Oregon
$372K -$19.5K -365 -5%
IAN
120
Integrated Advisors Network
Texas
$347K
PCMC
121
Paragon Capital Management (Colorado)
Colorado
$318K -$160K -2,995 -34%
ASN
122
Advisory Services Network
Georgia
$315K +$7.77K +145 +3%
EGA
123
Eagle Global Advisors
Texas
$312K
SFA
124
Sequoia Financial Advisors
Ohio
$304K
FHA
125
Flagship Harbor Advisors
Massachusetts
$297K