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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 %
IF
151
Ironwood Financial
Arizona
$28K
VFA
152
Valeo Financial Advisors
Indiana
$26K
PWM
153
Provident Wealth Management
Tennessee
$25K +$25K +540 New
FFW
154
Fusion Family Wealth
New York
$24K
BlackRock
155
BlackRock
New York
$23K +$20.1K +420 +700%
TAIM
156
TD Ameritrade Investment Management
Nebraska
$18K -$1.15K -25 -6%
FCA
157
FinTrust Capital Advisors
South Carolina
$17K
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$15K
CCMW
159
Cypress Capital Management (Wyoming)
Wyoming
$11K
AIC
160
Archer Investment Corporation
Indiana
$7.5K
CAAS
161
Capital Asset Advisory Services
Michigan
$5K
OPS
162
Orion Portfolio Solutions
Nebraska
$4K +$2.67K +50 +200%
LAS
163
Lloyd Advisory Services
Georgia
$3K +$3K +70 New
GI
164
Gradient Investments
Minnesota
$2K +$2K +35 New
EF
165
Empowered Funds
Pennsylvania
-$4.9M -116,775 Closed
BSAM
166
Blue Sky Asset Management
Colorado
-$2.3M -61,790 Closed
TI
167
Trexquant Investment
Connecticut
-$665K -17,905 Closed
Jane Street
168
Jane Street
New York
-$298K -8,020 Closed
SWA
169
Stratos Wealth Advisors
Ohio
-$107K -2,875 Closed
NFG
170
Next Financial Group
Texas
-$75K -2,015 Closed
KFI
171
Key Financial Inc
Pennsylvania
-$51K -1,360 Closed
DWM
172
Darwin Wealth Management
Florida
-$7K -190 Closed
BFEC
173
Benjamin F. Edwards & Company
Missouri
-$4K -100 Closed