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iShares Morningstar Small-Cap ETF

53 hedge funds and large institutions have $71.9M invested in iShares Morningstar Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$574K +$574K +9,790 New
RJA
27
Raymond James & Associates
Florida
$569K
LFAS
28
Level Four Advisory Services
Texas
$526K +$14.1K +240 +3%
PCM
29
Parsons Capital Management
Rhode Island
$493K -$17.6K -300 -3%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$470K
WWM
31
Western Wealth Management
Colorado
$437K -$18.4K -315 -4%
SPC
32
Sigma Planning Corp
Michigan
$330K +$4.04K +69 +1%
UCFA
33
United Capital Financial Advisors
Texas
$282K +$352 +6 +0.1%
TC
34
TAP Consulting
Missouri
$263K -$797K -13,586 -75%
Franklin Resources
35
Franklin Resources
California
$246K
FWM
36
FFT Wealth Management
Pennsylvania
$240K
BCWM
37
Bartlett & Co Wealth Management
Ohio
$211K
BC
38
Bartlett & Co
Ohio
$211K
FCA
39
FinTrust Capital Advisors
South Carolina
$126K
HI
40
Harbour Investments
Wisconsin
$114K -$59 -1 -0.1%
IF
41
Ironwood Financial
Arizona
$106K -$11.3K -192 -10%
FPW
42
Flagship Private Wealth
Massachusetts
$77.2K +$344 +6 +0.4%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$66K +$4.23K +72 +7%
MPCG
44
Matrix Private Capital Group
New York
$46K +$6.97K +120 +18%
APA
45
American Portfolios Advisors
New York
$39.9K +$59 +1 +0.1%
HCM
46
Highlander Capital Management
New Jersey
$36K
SWM
47
Spire Wealth Management
Virginia
$30K -$59 -1 -0.2%
TFGT
48
TS Financial Group (TSFG)
Illinois
$25K
WT
49
Washington Trust
Rhode Island
$18K +$18K +300 New
FWM
50
Focused Wealth Management
New York
$5K