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iShares Morningstar Small-Cap Growth ETF

111 hedge funds and large institutions have $168M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
40
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
51
Silver Oak Securities
Tennessee
$465K
FHA
52
Flagship Harbor Advisors
Massachusetts
$454K +$251K +6,486 +124%
EH
53
Equitable Holdings
New York
$453K +$19.4K +500 +4%
CW
54
CreativeOne Wealth
Kansas
$431K +$7.49K +193 +2%
CPSAC
55
Chas P. Smith & Associates (CPS)
Florida
$426K -$12.8K -330 -3%
BCG
56
Breakwater Capital Group
New Jersey
$425K -$143K -3,943 -25%
Northern Trust
57
Northern Trust
Illinois
$421K +$107K +2,760 +34%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$391K -$323K -8,339 -45%
PWA
59
Phoenix Wealth Advisors
North Carolina
$380K +$83.2K +2,146 +28%
AHC
60
Adell Harriman & Carpenter
Texas
$341K
CIBC World Market
61
CIBC World Market
Ontario, Canada
$308K
MWP
62
Madison Wealth Partners
Wisconsin
$284K +$504 +13 +0.2%
AWM
63
AE Wealth Management
Kansas
$253K +$253K +6,536 New
AWM
64
Aspire Wealth Management
Massachusetts
$249K
Comerica Bank
65
Comerica Bank
Texas
$245K +$245K +6,324 New
TPCW
66
TD Private Client Wealth
New York
$245K -$41.8K -1,079 -15%
DC
67
Davenport & Co
Virginia
$240K
FA
68
Flagstar Advisors
New York
$233K +$18.1K +467 +8%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$232K +$214K +5,527 +1,234%
Citigroup
70
Citigroup
New York
$216K -$6.78K -175 -3%
AWA
71
Arkadios Wealth Advisors
Georgia
$206K
KFI
72
Key Financial Inc
Pennsylvania
$202K
AF
73
Advisornet Financial
Minnesota
$172K
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$137K +$135K +3,490 +7,587%
CIA
75
Cape Investment Advisory
Georgia
$132K