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iShares Morningstar Small-Cap ETF

79 hedge funds and large institutions have $86.5M invested in iShares Morningstar Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
28
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$218K -$216K -4,016 -50%
RJT
52
Raymond James Trust
Florida
$211K
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$209K -$7.45K -138 -3%
MFG
54
Merit Financial Group
Georgia
$202K +$162 +3 +0.1%
Creative Planning
55
Creative Planning
Kansas
$201K +$201K +3,722 New
BCWM
56
Bartlett & Co Wealth Management
Ohio
$194K
Franklin Resources
57
Franklin Resources
California
$135K
NS
58
NBC Securities
Alabama
$116K -$5.99K -112 -5%
FCA
59
FinTrust Capital Advisors
South Carolina
$115K
FFA
60
Farther Finance Advisors
California
$83K
TCA
61
Trifecta Capital Advisors
Illinois
$68.7K
ATS
62
Ashton Thomas Securities
New York
$58.8K +$58.8K +1,100 New
Comerica Bank
63
Comerica Bank
Texas
$53.8K
MPCG
64
Matrix Private Capital Group
New York
$42.7K
NP
65
NorthRock Partners
Minnesota
$41.4K
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$39.4K +$37K +686 +1,491%
EWA
67
EverSource Wealth Advisors
Alabama
$33.5K
TFGT
68
TS Financial Group (TSFG)
Illinois
$23K
PS
69
Principal Securities
Iowa
$22.4K
KFI
70
Key Financial Inc
Pennsylvania
$19K +$4.69K +87 +33%
CIA
71
Cape Investment Advisory
Georgia
$16.2K
GRP
72
Global Retirement Partners
California
$15.5K
CTA
73
Colonial Trust Advisors
South Carolina
$13.3K
HNB
74
Huntington National Bank
Ohio
$12.1K -$12.6K
AIC
75
Archer Investment Corporation
Indiana
$11.2K