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iShares Morningstar Growth ETF

88 hedge funds and large institutions have $306M invested in iShares Morningstar Growth ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
24
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Axa
1
Axa
France
$87.5M 717,823 +15,200 +2%
BWM
2
Baystate Wealth Management
Massachusetts
$44.2M 362,303 +5,164 +1%
Bank of America
3
Bank of America
North Carolina
$36M 295,068 -16,876 -5%
Wells Fargo
4
Wells Fargo
California
$18.3M 150,020 -3,669 -2%
UBS Group
5
UBS Group
Switzerland
$17.8M 146,292 +53,834 +58%
Morgan Stanley
6
Morgan Stanley
New York
$11.4M 93,905 -11,429 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.59M 78,675 -2,079 -3%
LPL Financial
8
LPL Financial
California
$7.63M 63,078 -15,514 -20%
CAN
9
Cetera Advisor Networks
California
$6.14M 50,339 +17,330 +53%
Goldman Sachs
10
Goldman Sachs
New York
$6.05M 49,630 +1,112 +2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$4.69M 38,477 -246 -0.6%
Ameriprise
12
Ameriprise
Minnesota
$4.25M 34,702 -4,172 -11%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.81M 31,280 +3,452 +12%
MFS
14
MSI Financial Services
Massachusetts
$3.76M 30,866 -5,396 -15%
JIC
15
Johnson Investment Counsel
Ohio
$3.31M 27,158 -675 -2%
Jane Street
16
Jane Street
New York
$3.09M 25,304 +9,882 +64%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.06M 25,076 -3,873 -13%
Citigroup
18
Citigroup
New York
$2.87M 23,536 -1,350 -5%
CMP
19
Courage Miller Partners
Virginia
$2.08M 17,047 -56 -0.3%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1.92M 15,707 -753 -5%
AG
21
Advisor Group
Arizona
$1.67M 13,735 -1,053 -7%
MBA
22
McQueen Ball & Associates
Pennsylvania
$1.59M 13,055
HighTower Advisors
23
HighTower Advisors
Illinois
$1.59M 13,102 +2,672 +26%
TFCP
24
Twin Focus Capital Partners
Massachusetts
$1.56M 12,765 -1,359 -10%
ECM
25
ETrade Capital Management
Virginia
$1.54M 12,615 -16 -0.1%