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iShares Morningstar Growth ETF

106 hedge funds and large institutions have $362M invested in iShares Morningstar Growth ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
27
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Axa
1
Axa
France
$120M 764,423 +124,700 +19%
Bank of America
2
Bank of America
North Carolina
$32.9M 210,350 +1,865 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$25.9M 165,708 -5,310 -3%
Wells Fargo
4
Wells Fargo
California
$17.2M 109,932 -5,846 -5%
GG
5
GenWealth Group
New Jersey
$14.8M 87,191 +2,567 +3%
CA
6
Clearstead Advisors
Ohio
$12.1M 77,560 +16,975 +28%
UBS Group
7
UBS Group
Switzerland
$11.9M 75,805 +951 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.6M 74,188 -1,955 -3%
LPL Financial
9
LPL Financial
California
$11.2M 71,368 +2,008 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$9.4M 60,074 -458 -0.8%
MML Investors Services
11
MML Investors Services
Massachusetts
$8.3M 53,045 +8,980 +20%
KJWM
12
Kiley Juergens Wealth Management
Washington
$7.87M 50,260 +50,260 New
Ameriprise
13
Ameriprise
Minnesota
$5.62M 36,316 +3,731 +11%
AG
14
Advisor Group
Arizona
$4.7M 30,020 +3,846 +15%
LFAS
15
Level Four Advisory Services
Texas
$4.12M 26,356 +3,581 +16%
Citigroup
16
Citigroup
New York
$4.04M 25,820 -163 -0.6%
JIC
17
Johnson Investment Counsel
Ohio
$3.29M 21,055 -1,833 -8%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$3.05M 19,495 +16 +0.1%
Jane Street
19
Jane Street
New York
$3.01M 19,206 -16,341 -46%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.52M 16,071 +16,071 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.39M 15,289 +9,897 +184%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.22M 14,175 -23,035 -62%
CAN
23
Cetera Advisor Networks
California
$2.19M 13,991 -74 -0.5%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$2.05M 13,121 +3,451 +36%
MBA
25
McQueen Ball & Associates
Pennsylvania
$2.04M 13,055