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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 %
AWM
126
Avior Wealth Management
Nebraska
$41K
CA
127
Crewe Advisors
Utah
$39K
CFGS
128
Concourse Financial Group Securities
Alabama
$39K +$7.38K +175 +23%
CFA
129
Carroll Financial Associates
North Carolina
$32K
AIC
130
Archer Investment Corporation
Indiana
$25K +$25K +595 New
RIA
131
Realta Investment Advisors
Delaware
$24K
FFW
132
Fusion Family Wealth
New York
$22K
MAM
133
Meeder Asset Management
Ohio
$21K
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$19K
FCA
135
FinTrust Capital Advisors
South Carolina
$15K
IA
136
IFP Advisors
Florida
$11K +$11K +260 New
TAIM
137
TD Ameritrade Investment Management
Nebraska
$10K +$6.09K +140 +156%
PA
138
PSI Advisors
Florida
$10K +$10K +235 New
CCMW
139
Cypress Capital Management (Wyoming)
Wyoming
$9K
BFEC
140
Benjamin F. Edwards & Company
Missouri
$4K -$29.6K -740 -88%
BlackRock
141
BlackRock
New York
$3K +$2.14K +50 +250%
Axa
142
Axa
France
-$105M -2,742,615 Closed
CF
143
Centaurus Financial
California
-$3.6M -93,915 Closed
Jane Street
144
Jane Street
New York
-$572K -14,935 Closed
FAAS
145
First Allied Advisory Services
California
-$189K -4,960 Closed
REMPR
146
Roof Eidam Maycock Peralta (REMP)
California
-$163K -4,250 Closed
UBS AM
147
UBS AM
Illinois
-$90K -2,350 Closed
SB
148
Strategic Blueprint
Georgia
-$10K -250 Closed
BL
149
Balentine LLC
Georgia
-$6K -150 Closed
GSWM
150
Golden State Wealth Management
California
-$4K -100 Closed