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iShares Morningstar Small-Cap Growth ETF

124 hedge funds and large institutions have $469M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
25
Increased
45
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
51
Rodgers & Associates
Pennsylvania
$663K -$24.9K -498 -4%
PWS
52
Private Wealth Strategies
Ohio
$656K
Stifel Financial
53
Stifel Financial
Missouri
$646K -$1.53M -30,564 -70%
RM
54
Resource Management
Louisiana
$616K +$300 +6 +0%
AHC
55
Adell Harriman & Carpenter
Texas
$612K +$45.1K +900 +8%
SFS
56
Sowell Financial Services
Arkansas
$611K +$607K +73,062 +16,236%
WWM
57
Windsor Wealth Management
Indiana
$606K
AWA
58
Arkadios Wealth Advisors
Georgia
$599K +$270K +5,394 +82%
PS
59
Portfolio Strategies
New York
$599K +$599K +11,958 New
BO
60
BRR OpCo
Ohio
$596K
CAG
61
Csenge Advisory Group
Florida
$587K +$587K +11,550 New
Citigroup
62
Citigroup
New York
$578K -$111K -2,220 -16%
KA
63
Kovack Advisors
Florida
$573K +$11.4K +228 +2%
BF
64
BOK Financial
Oklahoma
$572K +$572K +11,418 New
PFS
65
Prospera Financial Services
Texas
$568K +$184K +3,678 +48%
WWM
66
Western Wealth Management
Colorado
$567K +$96.2K +1,920 +20%
NA
67
NewEdge Advisors
Louisiana
$555K -$58.6K -1,170 -10%
EH
68
Equitable Holdings
New York
$508K +$60.4K +1,206 +13%
IA
69
Insight Advisors
Pennsylvania
$508K +$454K +52,884 +841%
ACA
70
Aptus Capital Advisors
Alabama
$485K +$83.2K +1,662 +21%
TWM
71
Trinity Wealth Management
Pennsylvania
$472K +$472K +9,420 New
MCWS
72
McKinley Carter Wealth Services
West Virginia
$443K +$24K +480 +6%
TRCT
73
Tower Research Capital (TRC)
New York
$421K +$421K +8,406 New
Northern Trust
74
Northern Trust
Illinois
$406K
TW
75
Towerpoint Wealth
California
$396K -$88.6K -1,770 -18%