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iShares Morningstar Growth ETF

95 hedge funds and large institutions have $320M invested in iShares Morningstar Growth ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
31
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
1
Axa
France
$93.6M -$849K -29,000 -0.9%
Bank of America
2
Bank of America
North Carolina
$30.5M -$5.18M -177,045 -15%
Morgan Stanley
3
Morgan Stanley
New York
$25M +$1.32M +45,055 +6%
Wells Fargo
4
Wells Fargo
California
$16.9M +$1.08M +36,970 +7%
GG
5
GenWealth Group
New Jersey
$12.4M +$595K +20,325 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.1M -$170K -5,805 -2%
UBS Group
7
UBS Group
Switzerland
$11M -$1.2M -41,145 -10%
LPL Financial
8
LPL Financial
California
$10.2M +$1.09M +37,395 +12%
CA
9
Clearstead Advisors
Ohio
$8.87M +$225K +7,675 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$8.8M -$2.09M -71,950 -19%
Goldman Sachs
11
Goldman Sachs
New York
$7.3M -$147K -5,005 -2%
MML Investors Services
12
MML Investors Services
Massachusetts
$6.45M +$581K +19,835 +10%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.45M +$4.13M +141,170 +315%
Jane Street
14
Jane Street
New York
$5.2M +$1.65M +56,475 +47%
Ameriprise
15
Ameriprise
Minnesota
$4.77M +$36.3K +1,240 +0.8%
AG
16
Advisor Group
Arizona
$3.83M +$1.06M +36,110 +38%
Citigroup
17
Citigroup
New York
$3.8M -$36.5K -1,245 -0.9%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.62M +$2.13M +73,025 +143%
JIC
19
Johnson Investment Counsel
Ohio
$3.35M -$79K -2,700 -2%
LFAS
20
Level Four Advisory Services
Texas
$3.33M
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.19M +$51.3K +1,750 +2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$2.85M +$259K +8,840 +10%
CMP
23
Courage Miller Partners
Virginia
$2.18M -$43.2K -1,475 -2%
CAN
24
Cetera Advisor Networks
California
$2.06M -$14.2K -485 -0.7%
MBA
25
McQueen Ball & Associates
Pennsylvania
$1.91M