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iShares Morningstar Growth ETF

104 hedge funds and large institutions have $397M invested in iShares Morningstar Growth ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
33
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
1
Axa
France
$127M +$1.9M +58,000 +2%
Bank of America
2
Bank of America
North Carolina
$33.6M -$916K -27,950 -3%
Morgan Stanley
3
Morgan Stanley
New York
$26.9M -$272K -8,310 -1%
Wells Fargo
4
Wells Fargo
California
$17.5M -$501K -15,280 -3%
CA
5
Clearstead Advisors
Ohio
$15.5M +$2.76M +84,225 +22%
GG
6
GenWealth Group
New Jersey
$14.7M +$408K +12,440 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.2M +$42.8K +1,305 +0.4%
UBS Group
8
UBS Group
Switzerland
$11.7M -$709K -21,635 -6%
LPL Financial
9
LPL Financial
California
$10.7M -$1.04M -31,675 -9%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$9.8M -$40.3K -1,230 -0.4%
MML Investors Services
11
MML Investors Services
Massachusetts
$9.67M +$980K +29,890 +11%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.04M +$8.04M +245,280 New
KJWM
13
Kiley Juergens Wealth Management
Washington
$7.98M -$258K -7,885 -3%
Goldman Sachs
14
Goldman Sachs
New York
$7.79M +$7.79M +237,785 New
Ameriprise
15
Ameriprise
Minnesota
$5.44M -$514K -15,695 -9%
Jane Street
16
Jane Street
New York
$4.78M +$1.63M +49,870 +52%
Citigroup
17
Citigroup
New York
$4.36M +$156K +4,775 +4%
LFAS
18
Level Four Advisory Services
Texas
$4.27M -$50.8K -1,550 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.17M +$1.66M +50,715 +66%
Citadel Advisors
20
Citadel Advisors
Florida
$3.81M +$3.81M +116,130 New
JIC
21
Johnson Investment Counsel
Ohio
$3.17M -$285K -8,690 -8%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$3.16M -$31.6K -965 -1%
AG
23
Advisor Group
Arizona
$3.14M -$1.78M -54,180 -36%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$2.88M +$733K +22,360 +34%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.6M -$38.5K -1,175 -1%