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iShares Morningstar Small-Cap Growth ETF

112 hedge funds and large institutions have $206M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
35
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
26
Mariner
Kansas
$1.28M +$90.4K +2,318 +8%
IC
27
IEQ Capital
California
$1.25M
Jane Street
28
Jane Street
New York
$1.23M +$1.23M +31,624 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.18M -$1.11M -28,503 -49%
GRP
30
Global Retirement Partners
California
$1.13M -$57.4K -1,518 -5%
RJA
31
Raymond James & Associates
Florida
$1.11M -$14.4K -370 -1%
VWA
32
Visionary Wealth Advisors
Illinois
$1.1M +$11.7K +300 +1%
VCS
33
Vaughan & Co Securities
New Jersey
$1.04M +$1.79K +46 +0.2%
RA
34
Rodgers & Associates
Pennsylvania
$980K -$12.9K -330 -1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$960K +$166K +4,264 +21%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$900K +$667K +17,123 +287%
BCG
37
Breakwater Capital Group
New Jersey
$861K -$94.8K -2,432 -10%
CMP
38
Courage Miller Partners
Virginia
$730K -$21.9K -562 -3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$721K -$37K -949 -5%
Corient Private Wealth
40
Corient Private Wealth
Florida
$664K -$26.6K -683 -4%
PAG
41
Private Advisor Group
New Jersey
$663K +$663K +17,007 New
CAN
42
Cetera Advisor Networks
California
$640K -$14.6K -375 -2%
Stifel Financial
43
Stifel Financial
Missouri
$631K -$47.6K -1,220 -7%
IA
44
IFP Advisors
Florida
$616K -$230K -1,239 -27%
CGA
45
Crescent Grove Advisors
Illinois
$559K
Creative Planning
46
Creative Planning
Kansas
$525K
PWS
47
Private Wealth Strategies
Ohio
$517K +$819 +21 +0.2%
LA
48
LexAurum Advisors
Kansas
$490K +$172K +4,407 +54%
CPSAC
49
Chas P. Smith & Associates (CPS)
Florida
$475K -$50.3K -1,290 -10%
WWM
50
Windsor Wealth Management
Indiana
$466K