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iShares Morningstar Growth ETF

82 hedge funds and large institutions have $353M invested in iShares Morningstar Growth ETF in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
29
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Axa
1
Axa
France
$88.8M 738,623 +17,100 +2%
Bank of America
2
Bank of America
North Carolina
$51M 423,764 -2,453 -0.6%
BWM
3
Baystate Wealth Management
Massachusetts
$38M 315,581 +18,880 +6%
Wells Fargo
4
Wells Fargo
California
$21.2M 176,243 +28,820 +20%
LPL Financial
5
LPL Financial
California
$18.4M 156,638 +95,287 +155%
UBS Group
6
UBS Group
Switzerland
$17.8M 148,243 -2,986 -2%
NFG
7
Noven Financial Group
Colorado
$17.3M 143,952 +4,601 +3%
Morgan Stanley
8
Morgan Stanley
New York
$13.4M 111,227 +21,797 +24%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.6M 88,246 +719 +0.8%
MFS
10
MSI Financial Services
Massachusetts
$8.1M 67,293 +21,920 +48%
Ameriprise
11
Ameriprise
Minnesota
$7.02M 58,290 +23,346 +67%
Goldman Sachs
12
Goldman Sachs
New York
$5.69M 47,316 -198,527 -81%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$4.64M 38,588 -44,646 -54%
JIC
14
Johnson Investment Counsel
Ohio
$3.87M 32,190 +140 +0.4%
CAN
15
Cetera Advisor Networks
California
$3.14M 26,084 -2,337 -8%
Citigroup
16
Citigroup
New York
$2.95M 24,545 +1,292 +6%
CMP
17
Courage Miller Partners
Virginia
$2.54M 21,075 +440 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.45M 20,381 +20,381 New
DC
19
Davenport & Co
Virginia
$2.31M 19,233 +19,233 New
SG Americas Securities
20
SG Americas Securities
New York
$2.13M 17,738 -12,362 -41%
BCM
21
Barometer Capital Management
Ontario, Canada
$2.05M 17,000 +17,000 New
UFA
22
US Financial Advisors
Massachusetts
$2.03M 16,889 +302 +2%
Jane Street
23
Jane Street
New York
$1.93M 16,033 +7,744 +93%
TFCP
24
Twin Focus Capital Partners
Massachusetts
$1.6M 13,297 +2,464 +23%
ECM
25
ETrade Capital Management
Virginia
$1.58M 13,091 -97 -0.7%