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iShares Morningstar Small-Cap Growth ETF

108 hedge funds and large institutions have $212M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
31
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
51
Phoenix Wealth Advisors
North Carolina
$364K +$364K +10,088 New
MFG
52
Merit Financial Group
Georgia
$341K +$341K +9,475 New
AWM
53
Aspire Wealth Management
Massachusetts
$339K -$189K -5,246 -36%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$337K -$141K -3,920 -30%
CW
55
CreativeOne Wealth
Kansas
$331K -$9.02K -250 -3%
AHC
56
Adell Harriman & Carpenter
Texas
$317K
EH
57
Equitable Holdings
New York
$313K -$57.8K -1,604 -16%
LA
58
LexAurum Advisors
Kansas
$294K +$4.69K +130 +2%
Northern Trust
59
Northern Trust
Illinois
$292K
CIBC World Market
60
CIBC World Market
Ontario, Canada
$286K -$2.77K -77 -1%
Citigroup
61
Citigroup
New York
$259K -$4.87K -135 -2%
TPCW
62
TD Private Client Wealth
New York
$251K +$8.15K +226 +3%
AT
63
American Trust
Kentucky
$241K +$241K +6,695 New
DC
64
Davenport & Co
Virginia
$223K
AWA
65
Arkadios Wealth Advisors
Georgia
$220K -$29.4K -816 -12%
PFS
66
Prospera Financial Services
Texas
$215K -$7.57K -210 -3%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$215K -$1.94M -53,842 -90%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$192K +$155K +4,292 +415%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$162K
AF
70
Advisornet Financial
Minnesota
$160K +$288 +8 +0.2%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$102K -$108 -3 -0.1%
ASN
72
Advisory Services Network
Georgia
$94.8K +$94.8K +2,630 New
PTC
73
Private Trust Company
Ohio
$94K
WOC
74
West Oak Capital
California
$93K -$24.9K -690 -21%
IF
75
Integrity Financial
Wyoming
$85.3K -$940K -26,075 -92%