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iShares Morningstar Growth ETF

141 hedge funds and large institutions have $568M invested in iShares Morningstar Growth ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
23
Increased
46
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
1
Equitable Holdings
New York
$86.1M -$21.3M -573,590 -20%
Bank of America
2
Bank of America
North Carolina
$50.8M +$7.67M +206,555 +18%
Wells Fargo
3
Wells Fargo
California
$46.3M +$20.2M +544,090 +78%
LPL Financial
4
LPL Financial
California
$40.7M +$5.78M +155,580 +17%
Morgan Stanley
5
Morgan Stanley
New York
$36.1M +$14.9M +402,280 +71%
FWP
6
FAS Wealth Partners
Kansas
$27.4M +$27.4M +737,435 New
CA
7
Clearstead Advisors
Ohio
$22.4M +$336K +9,040 +2%
UBS Group
8
UBS Group
Switzerland
$16.5M +$759K +20,420 +5%
MML Investors Services
9
MML Investors Services
Massachusetts
$15.8M -$63.9K -1,720 -0.4%
AI
10
AdvisorShares Investments
Maryland
$13.1M +$13.1M +351,460 New
Ameriprise
11
Ameriprise
Minnesota
$12.7M +$1.79M +48,095 +16%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.1M +$12.1M +325,600 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.3M +$754K +20,285 +8%
IAN
14
Integrated Advisors Network
Texas
$9.83M +$9.83M +264,535 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.28M -$4.81M -129,480 -34%
KJWM
16
Kiley Juergens Wealth Management
Washington
$8.81M -$465K -12,530 -5%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$8.6M -$727K -19,570 -8%
AAS
18
Avantax Advisory Services
Texas
$7.23M +$988K +26,555 +16%
Citadel Advisors
19
Citadel Advisors
Florida
$5.92M +$1.21M +32,545 +26%
PAG
20
Private Advisor Group
New Jersey
$5.53M +$5.12M +137,765 +1,238%
AWA
21
Arkadios Wealth Advisors
Georgia
$5.31M +$796K +21,415 +18%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.31M -$1.61M -43,400 -23%
Citigroup
23
Citigroup
New York
$5.22M -$104K -2,795 -2%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$5.16M +$257K +6,920 +5%
EF
25
Empowered Funds
Pennsylvania
$4.9M