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iShares Morningstar Growth ETF

108 hedge funds and large institutions have $404M invested in iShares Morningstar Growth ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
37
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
1
Axa
France
$99M -$36.6M -1,047,000 -27%
Bank of America
2
Bank of America
North Carolina
$35.6M -$123K -3,520 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$28.3M -$365K -10,450 -1%
Wells Fargo
4
Wells Fargo
California
$21.1M +$2.44M +69,950 +13%
UBS Group
5
UBS Group
Switzerland
$19.8M +$7.31M +209,170 +59%
CA
6
Clearstead Advisors
Ohio
$16.7M +$202K +5,795 +1%
GG
7
GenWealth Group
New Jersey
$16M +$424K +12,220 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$15.6M +$5.2M +149,495 +50%
LPL Financial
9
LPL Financial
California
$13.8M +$2.48M +71,015 +22%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13.1M +$131K +3,740 +1%
MML Investors Services
11
MML Investors Services
Massachusetts
$11.7M +$1.37M +39,100 +13%
KJWM
12
Kiley Juergens Wealth Management
Washington
$8.62M +$120K +3,430 +1%
Goldman Sachs
13
Goldman Sachs
New York
$8.31M
AG
14
Advisor Group
Arizona
$6.99M +$3.63M +104,025 +108%
Ameriprise
15
Ameriprise
Minnesota
$6.58M +$789K +22,580 +14%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.88M -$2.69M -76,895 -31%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$4.73M +$4.73M +135,730 New
Citigroup
18
Citigroup
New York
$4.66M +$2.26K +65 +0%
LFAS
19
Level Four Advisory Services
Texas
$4.33M -$224K -6,400 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.55M -$891K -25,505 -20%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$3.38M +$3.84K +110 +0.1%
JIC
22
Johnson Investment Counsel
Ohio
$3.32M -$55K -1,575 -2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.88M
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.8M +$36.8K +1,055 +1%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$2.68M +$268K +7,675 +11%