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iShares Morningstar Growth ETF

86 hedge funds and large institutions have $293M invested in iShares Morningstar Growth ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 6 closing their positions.

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
20
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Axa
1
Axa
France
$82.3M 702,623 -53,700 -7%
BWM
2
Baystate Wealth Management
Massachusetts
$41.8M 357,139 -976 -0.3%
Bank of America
3
Bank of America
North Carolina
$36.5M 311,944 -103,851 -25%
Wells Fargo
4
Wells Fargo
California
$18M 153,689 +2,492 +2%
Morgan Stanley
5
Morgan Stanley
New York
$12.3M 105,334 -5,558 -5%
UBS Group
6
UBS Group
Switzerland
$10.8M 92,458 -52,591 -36%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.46M 80,754 -2,886 -3%
LPL Financial
8
LPL Financial
California
$9.27M 78,592 -114,862 -59%
Goldman Sachs
9
Goldman Sachs
New York
$5.68M 48,518 -198 -0.4%
Ameriprise
10
Ameriprise
Minnesota
$4.55M 38,874 -25,655 -40%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$4.53M 38,723 +514 +1%
MFS
12
MSI Financial Services
Massachusetts
$4.25M 36,262 -29,590 -45%
CAN
13
Cetera Advisor Networks
California
$3.87M 33,009 +104 +0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.39M 28,949 +9,547 +49%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.26M 27,828 -19,919 -42%
JIC
16
Johnson Investment Counsel
Ohio
$3.26M 27,833 -3,722 -12%
Citigroup
17
Citigroup
New York
$2.91M 24,886 +240 +1%
Citadel Advisors
18
Citadel Advisors
Florida
$2.3M 19,672 -6,395 -25%
CMP
19
Courage Miller Partners
Virginia
$2M 17,103 -2,251 -12%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1.93M 16,460 +418 +3%
Jane Street
21
Jane Street
New York
$1.81M 15,422 -1,560 -9%
AG
22
Advisor Group
Arizona
$1.73M 14,788 +14,788 New
TFCP
23
Twin Focus Capital Partners
Massachusetts
$1.65M 14,124 -815 -5%
MBA
24
McQueen Ball & Associates
Pennsylvania
$1.53M 13,055
ECM
25
ETrade Capital Management
Virginia
$1.48M 12,631 +98 +0.8%