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iShares Morningstar Small-Cap Growth ETF

58 hedge funds and large institutions have $40.2M invested in iShares Morningstar Small-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
6
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
26
Advisor Group
Arizona
$280K -$160K -5,742 -36%
RJA
27
Raymond James & Associates
Florida
$269K -$2.92M -105,234 -92%
FAAS
28
First Allied Advisory Services
California
$259K +$259K +9,336 New
CIBC World Market
29
CIBC World Market
Ontario, Canada
$228K -$5K -180 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$228K -$4.67K -168 -2%
SG Americas Securities
31
SG Americas Securities
New York
$216K +$216K +7,800 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$201K -$39K -1,404 -16%
Citigroup
33
Citigroup
New York
$166K -$7.64K -276 -4%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$155K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$71K -$6.95K -252 -9%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$58K -$14.7K -534 -20%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$57K +$4.36K +156 +8%
PA
38
Parallel Advisors
California
$47K
UBS AM
39
UBS AM
Illinois
$45.9K
JA
40
JOYN Advisors
Georgia
$44K
William Blair & Company
41
William Blair & Company
Illinois
$39K
LWANC
42
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K +$39K +1,410 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$39K +$39K +1,410 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$36K -$491 -18 -1%
APA
45
American Portfolios Advisors
New York
$22K
FHA
46
Flagship Harbor Advisors
Massachusetts
$21K
MA
47
MCF Advisors
Kentucky
$18K
IA
48
IFP Advisors
Florida
$16K -$23.5K -882 -60%
GRP
49
Global Retirement Partners
California
$14K +$2.19K +78 +19%
AssetMark Inc
50
AssetMark Inc
California
$11K