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iShares Morningstar Small-Cap Growth ETF

116 hedge funds and large institutions have $160M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
32
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
51
Arkadios Wealth Advisors
Georgia
$508K -$4.9K -111 -1%
BF
52
BOK Financial
Oklahoma
$505K
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$502K +$502K +11,250 New
AHC
54
Adell Harriman & Carpenter
Texas
$495K
PAG
55
Private Advisor Group
New Jersey
$415K -$75K -1,698 -15%
MCWS
56
McKinley Carter Wealth Services
West Virginia
$404K -$3.98K -90 -1%
EH
57
Equitable Holdings
New York
$391K -$33.1K -748 -8%
RJA
58
Raymond James & Associates
Florida
$383K -$87.7K -1,984 -19%
Northern Trust
59
Northern Trust
Illinois
$358K
CIBC World Market
60
CIBC World Market
Ontario, Canada
$354K
Citigroup
61
Citigroup
New York
$350K -$52.3K -1,182 -13%
HighTower Advisors
62
HighTower Advisors
Illinois
$329K +$329K +7,434 New
PFS
63
Prospera Financial Services
Texas
$307K +$3.89K +88 +1%
CA
64
Cetera Advisors
Colorado
$306K +$3.72K +84 +1%
TW
65
Towerpoint Wealth
California
$284K -$47.2K -1,070 -14%
S
66
Surevest
California
$282K +$261K +5,895 +1,233%
FA
67
Flagstar Advisors
New York
$281K -$30.2K -684 -10%
KAS
68
Kestra Advisory Services
Texas
$276K -$3.41M -77,031 -93%
FTUS
69
Flow Traders U.S.
New York
$276K +$276K +6,240 New
LNC
70
Lincoln National Corp
Pennsylvania
$269K -$4.03K -91 -1%
EAM
71
Evanson Asset Management
California
$265K
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$243K +$243K +5,492 New
DC
73
Davenport & Co
Virginia
$230K -$66.3K -1,500 -22%
MCM
74
MAI Capital Management
Ohio
$212K
LA
75
LexAurum Advisors
Kansas
$209K +$11.5K +260 +6%