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iShares Morningstar Small-Cap Growth ETF

115 hedge funds and large institutions have $226M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-9
Holders Change %
-7.26%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
28
Reduced
46
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
51
Western Wealth Management
Colorado
$513K -$71.7K -1,388 -12%
EH
52
Equitable Holdings
New York
$501K -$24.9K -480 -5%
PFS
53
Prospera Financial Services
Texas
$483K -$106K -2,046 -18%
DC
54
Davenport & Co
Virginia
$482K -$1.51M -29,070 -76%
AIC
55
Ameritas Investment Company
Nebraska
$465K -$358K -3,310 -44%
CAC
56
Certified Advisory Corp
Florida
$460K +$341K +6,580 +287%
MCWS
57
McKinley Carter Wealth Services
West Virginia
$459K
CIBC World Market
58
CIBC World Market
Ontario, Canada
$423K +$423K +8,166 New
Northern Trust
59
Northern Trust
Illinois
$420K
Stifel Financial
60
Stifel Financial
Missouri
$415K -$254K -4,902 -38%
TW
61
Towerpoint Wealth
California
$410K
ACA
62
Aptus Capital Advisors
Alabama
$387K -$115K -2,221 -23%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$375K -$16.8M -324,352 -98%
CA
64
Cetera Advisors
Colorado
$343K -$742K -14,305 -68%
LNC
65
Lincoln National Corp
Pennsylvania
$337K +$337K +6,498 New
EAM
66
Evanson Asset Management
California
$311K
SG
67
StoneX Group
New York
$304K -$7.76K -150 -2%
PJSIMP
68
P.J. Schmidt Investment Management (PJS)
Wisconsin
$254K +$254K +5,084 New
MCM
69
MAI Capital Management
Ohio
$249K
Truist Financial
70
Truist Financial
North Carolina
$242K +$242K +4,663 New
EIP
71
Ellis Investment Partners
Pennsylvania
$236K +$11K +212 +5%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$233K
IA
73
Insight Advisors
Pennsylvania
$229K -$2.74M -54,610 -92%
IA
74
IFP Advisors
Florida
$229K
FI
75
Financial Insights
Washington
$218K +$218K +420 New