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iShares Morningstar Small-Cap Growth ETF

81 hedge funds and large institutions have $115M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
18
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
51
Ellis Investment Partners
Pennsylvania
$174K
Fidelity Investments
52
Fidelity Investments
Massachusetts
$133K
IA
53
IFP Advisors
Florida
$131K
TAIM
54
TD Ameritrade Investment Management
Nebraska
$102K -$4.96K -126 -5%
LS
55
Leelyn Smith
Illinois
$97K +$97K +2,448 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$83K
PA
57
Parallel Advisors
California
$68K
LWANC
58
Laurel Wealth Advisors (North Carolina)
North Carolina
$56K
US Bancorp
59
US Bancorp
Minnesota
$51K +$51K +1,278 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$48K -$6.24K -156 -12%
LFG
61
LifePlan Financial Group
Ohio
$43K +$43K +1,074 New
F
62
F3Logic
Minnesota
$43K +$43K +1,086 New
APA
63
American Portfolios Advisors
New York
$39.2K
PFS
64
Prospera Financial Services
Texas
$39K +$39K +978 New
ADL
65
Asset Dedication LLC
California
$33K +$33K +834 New
FHA
66
Flagship Harbor Advisors
Massachusetts
$31K
William Blair & Company
67
William Blair & Company
Illinois
$29K
MA
68
MCF Advisors
Kentucky
$26K
AWA
69
Arkadios Wealth Advisors
Georgia
$24.8K
AIC
70
Archer Investment Corporation
Indiana
$21.1K
SFS
71
Sowell Financial Services
Arkansas
$18K
CFGS
72
Concourse Financial Group Securities
Alabama
$14K
RFA
73
Reilly Financial Advisors
California
$12K
ACA
74
Aptus Capital Advisors
Alabama
$10K +$10K +270 New
AssetMark Inc
75
AssetMark Inc
California
$9K