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iShares Morningstar Growth ETF

49 hedge funds and large institutions have $174M invested in iShares Morningstar Growth ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
22
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Axa
1
Axa
France
$36.8M 409,863 -148,900 -27%
Bank of America
2
Bank of America
North Carolina
$27.3M 304,582 -21,074 -6%
BWM
3
Baystate Wealth Management
Massachusetts
$14.5M 161,549 +9,244 +6%
WBG
4
Wharton Business Group
Pennsylvania
$11.3M 125,790 +2,665 +2%
U
5
UBS
Switzerland
$8.53M 95,047 -1,965 -2%
Wells Fargo
6
Wells Fargo
California
$8.39M 93,552 -5,987 -6%
Morgan Stanley
7
Morgan Stanley
New York
$8.18M 91,156 +6,325 +7%
BCI
8
Brinker Capital Investments
Pennsylvania
$6.82M 76,000 -9,000 -11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.38M 60,031 +43,675 +267%
LPL Financial
10
LPL Financial
California
$5.28M 58,122 +10,918 +23%
SG Americas Securities
11
SG Americas Securities
New York
$4.82M 53,700 +49,400 +1,149%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$4.48M 49,919 +1,345 +3%
JIC
13
Johnson Investment Counsel
Ohio
$4.01M 44,760 -1,295 -3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.67M 40,930 +18,677 +84%
CS
15
Credit Suisse
Switzerland
$2.91M 32,489 -7,780 -19%
Ameriprise
16
Ameriprise
Minnesota
$2.5M 27,841 +289 +1%
TH
17
Timber Hill
Connecticut
$2.49M 27,790 +11,193 +67%
CMP
18
Courage Miller Partners
Virginia
$2.35M 26,203 -2,504 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.59M 17,674 -5,643 -24%
ECM
20
ETrade Capital Management
Virginia
$1.44M 16,037 -119 -0.7%
CAN
21
Cetera Advisor Networks
California
$1.43M 15,977 +1,886 +13%
Citigroup
22
Citigroup
New York
$1.39M 15,448 +141 +0.9%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$793K 8,838 +603 +7%
MFS
24
MSI Financial Services
Massachusetts
$754K 8,408 +1,301 +18%
TFCP
25
Twin Focus Capital Partners
Massachusetts
$647K 7,215 -461 -6%