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iShares Morningstar Growth ETF

132 hedge funds and large institutions have $470M invested in iShares Morningstar Growth ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
36
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
1
Axa
France
$97.3M -$11.8M -323,000 -11%
Bank of America
2
Bank of America
North Carolina
$43.4M -$4.8M -131,350 -10%
LPL Financial
3
LPL Financial
California
$33.7M +$7.17M +196,120 +27%
Morgan Stanley
4
Morgan Stanley
New York
$29.7M -$6.45M -176,350 -18%
Wells Fargo
5
Wells Fargo
California
$24.9M -$8.21M -224,610 -25%
CA
6
Clearstead Advisors
Ohio
$19.2M +$65.8K +1,800 +0.3%
UBS Group
7
UBS Group
Switzerland
$19M -$4.62M -126,290 -20%
GG
8
GenWealth Group
New Jersey
$17.4M +$239K +6,455 +1%
MML Investors Services
9
MML Investors Services
Massachusetts
$15.9M +$1.14M +31,140 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13.8M -$158K -4,315 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.5M +$4.42M +121,015 +72%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$10.4M +$10.6K +290 +0.1%
KJWM
13
Kiley Juergens Wealth Management
Washington
$9.12M -$60.3K -1,650 -0.7%
Ameriprise
14
Ameriprise
Minnesota
$7.35M +$256K +7,005 +4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$5.97M +$1.17M +32,065 +24%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.79M -$39M -1,066,210 -87%
Goldman Sachs
17
Goldman Sachs
New York
$5.36M +$55.8K +1,525 +1%
Citigroup
18
Citigroup
New York
$5.08M -$56.7K -1,550 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.98M +$498K +13,625 +11%
IDA
20
Intelligence Driven Advisers
California
$4.68M +$12.1K +330 +0.3%
AAS
21
Avantax Advisory Services
Texas
$4.62M +$1.41M +38,660 +44%
Citadel Advisors
22
Citadel Advisors
Florida
$4.13M +$2.11M +57,815 +105%
AG
23
Advisor Group
Arizona
$4.07M -$933K -25,510 -19%
LFAS
24
Level Four Advisory Services
Texas
$3.24M -$389K -10,640 -11%
JIC
25
Johnson Investment Counsel
Ohio
$3.19M -$103K -2,825 -3%