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iShares Morningstar Small-Cap Growth ETF

106 hedge funds and large institutions have $193M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
31
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$437K +$43.1K +876 +11%
Northern Trust
52
Northern Trust
Illinois
$399K
CIBC World Market
53
CIBC World Market
Ontario, Canada
$395K -$7.24K -147 -2%
MCWS
54
McKinley Carter Wealth Services
West Virginia
$394K -$42.4K -860 -10%
CA
55
Cetera Advisors
Colorado
$387K +$61.5K +1,248 +19%
DC
56
Davenport & Co
Virginia
$369K -$88.6K -1,800 -19%
TW
57
Towerpoint Wealth
California
$369K -$19.9K -405 -5%
FA
58
Flagstar Advisors
New York
$349K +$349K +7,088 New
PFS
59
Prospera Financial Services
Texas
$337K -$122K -2,476 -27%
ACA
60
Aptus Capital Advisors
Alabama
$314K -$54.1K -1,096 -15%
EAM
61
Evanson Asset Management
California
$312K
LNC
62
Lincoln National Corp
Pennsylvania
$310K -$10.3K -209 -3%
PJSIMP
63
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K +$10.5K +204 +4%
SG
64
StoneX Group
New York
$263K -$26.5K -537 -9%
MCM
65
MAI Capital Management
Ohio
$236K
EIP
66
Ellis Investment Partners
Pennsylvania
$224K +$196 +4 +0.1%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$222K
IA
68
IFP Advisors
Florida
$217K
BCM
69
Brookstone Capital Management
Illinois
$214K -$431K -8,636 -67%
WOC
70
West Oak Capital
California
$161K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$137K -$10.8K -219 -7%
APA
72
American Portfolios Advisors
New York
$135K +$14K +285 +12%
AF
73
Advisornet Financial
Minnesota
$125K +$125K +2,539 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$108K +$107K +2,162 +7,207%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$103K