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iShares Morningstar Small-Cap Growth ETF

73 hedge funds and large institutions have $92.5M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+12
Holders Change %
+19.67%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
17
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$150K -$7.61M -206,814 -98%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$123K +$3.97K +108 +3%
IA
53
IFP Advisors
Florida
$120K
TAIM
54
TD Ameritrade Investment Management
Nebraska
$101K -$446 -12 -0.4%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$77K
PA
56
Parallel Advisors
California
$62K
LWANC
57
Laurel Wealth Advisors (North Carolina)
North Carolina
$52K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$50K -$52.7K -1,428 -51%
APA
59
American Portfolios Advisors
New York
$36.5K +$7.29K +198 +25%
FHA
60
Flagship Harbor Advisors
Massachusetts
$28K
William Blair & Company
61
William Blair & Company
Illinois
$27K
MA
62
MCF Advisors
Kentucky
$24K
AWA
63
Arkadios Wealth Advisors
Georgia
$21.2K
AIC
64
Archer Investment Corporation
Indiana
$19.7K
SFS
65
Sowell Financial Services
Arkansas
$17K
CFGS
66
Concourse Financial Group Securities
Alabama
$13K -$2.38K -66 -15%
RFA
67
Reilly Financial Advisors
California
$11K
AssetMark Inc
68
AssetMark Inc
California
$8K
LWA
69
Lowe Wealth Advisors
Maryland
$8K
PWM
70
Provident Wealth Management
Tennessee
$5K -$4.04M -106,740 -100%
GG
71
Gleason Group
Kentucky
$5K
IRC
72
Investors Research Corp
Georgia
$3K
GWM
73
Geneos Wealth Management
Colorado
-$35K -1,320 Closed
NFG
74
Next Financial Group
Texas
-$4K -132 Closed