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iShares Morningstar Growth ETF

162 hedge funds and large institutions have $945M invested in iShares Morningstar Growth ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+21
Holders Change %
+14.89%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
31
Increased
51
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
1
Equitable Holdings
New York
$108M -$897K -19,125 -0.8%
Bank of America
2
Bank of America
North Carolina
$75.6M +$11.5M +245,685 +18%
LPL Financial
3
LPL Financial
California
$66.9M +$15.6M +331,600 +30%
Morgan Stanley
4
Morgan Stanley
New York
$65.4M +$19.8M +423,045 +44%
Wells Fargo
5
Wells Fargo
California
$61.4M +$3M +63,915 +5%
DWA
6
Dorsey Wright & Associates
California
$36.6M +$36.6M +768,700 New
AI
7
AdvisorShares Investments
Maryland
$36M +$19.6M +417,240 +119%
FWP
8
FAS Wealth Partners
Kansas
$35M +$446K +9,500 +1%
Ameriprise
9
Ameriprise
Minnesota
$32M +$16.8M +375,175 +110%
CA
10
Clearstead Advisors
Ohio
$31.1M +$2.78M +59,365 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$25.1M +$25.1M +534,530 New
AWM
12
AE Wealth Management
Kansas
$23.6M +$23.3M +497,525 +8,285%
SS
13
Simplicity Solutions
Minnesota
$23M +$23M +491,200 New
UBS Group
14
UBS Group
Switzerland
$19.8M -$998K -21,280 -5%
MML Investors Services
15
MML Investors Services
Massachusetts
$18.1M -$1.91M -40,820 -10%
Osaic Holdings
16
Osaic Holdings
Arizona
$15.6M +$329K +7,020 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$12.3M +$561K +11,955 +5%
KJWM
18
Kiley Juergens Wealth Management
Washington
$11M -$95K -2,025 -0.9%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$11M +$117K +2,490 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.3M -$2.7M -57,510 -21%
RJA
21
Raymond James & Associates
Florida
$10.1M +$5.21M +111,045 +107%
AAS
22
Avantax Advisory Services
Texas
$9.35M +$232K +4,940 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.37M +$1.67M +35,680 +25%
FIG
24
FundX Investment Group
California
$7.99M +$7.99M +170,410 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$7.89M +$1.37M +29,210 +21%