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iShares Morningstar Small-Cap ETF

81 hedge funds and large institutions have $90.3M invested in iShares Morningstar Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
26
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$232K -$5.11K -87 -2%
RJT
52
Raymond James Trust
Florida
$230K
MFG
53
Merit Financial Group
Georgia
$221K +$880 +15 +0.4%
Creative Planning
54
Creative Planning
Kansas
$218K
BCWM
55
Bartlett & Co Wealth Management
Ohio
$211K
SFP
56
Strategic Financial Planning
Texas
$210K +$210K +3,580 New
Citadel Advisors
57
Citadel Advisors
Florida
$201K -$137K -2,343 -41%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$201K -$26K -443 -11%
Franklin Resources
59
Franklin Resources
California
$148K
NS
60
NBC Securities
Alabama
$127K
FCA
61
FinTrust Capital Advisors
South Carolina
$126K
FFA
62
Farther Finance Advisors
California
$91K
TCA
63
Trifecta Capital Advisors
Illinois
$74.9K
ATS
64
Ashton Thomas Securities
New York
$64.6K
Jones Financial Companies
65
Jones Financial Companies
Missouri
$64.1K +$56.3K +961 +728%
Comerica Bank
66
Comerica Bank
Texas
$58.6K
MPCG
67
Matrix Private Capital Group
New York
$46.5K
NP
68
NorthRock Partners
Minnesota
$45.1K
KFI
69
Key Financial Inc
Pennsylvania
$36.2K +$15.6K +265 +75%
EWA
70
EverSource Wealth Advisors
Alabama
$33.7K
TFGT
71
TS Financial Group (TSFG)
Illinois
$25K
PS
72
Principal Securities
Iowa
$24.4K
NA
73
NewEdge Advisors
Louisiana
$22.9K +$22.9K +391 New
CIA
74
Cape Investment Advisory
Georgia
$17.6K
GRP
75
Global Retirement Partners
California
$16.8K