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iShares Morningstar Small-Cap Growth ETF

123 hedge funds and large institutions have $335M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
50
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
51
TD Private Client Wealth
New York
$715K +$15.1K +309 +2%
CMP
52
Courage Miller Partners
Virginia
$712K -$41.9K -855 -6%
CGA
53
Crescent Grove Advisors
Illinois
$702K
RJT
54
Raymond James Trust
Florida
$659K +$408K +8,339 +163%
KFI
55
Key Financial Inc
Pennsylvania
$656K +$26.9K +549 +4%
CCAL
56
City Center Advisors LLC
Michigan
$652K -$2.11K -43 -0.3%
CW
57
CreativeOne Wealth
Kansas
$643K +$44.8K +915 +7%
GRP
58
Global Retirement Partners
California
$639K -$216K -4,403 -25%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$628K +$394K +8,056 +169%
AWM
60
Avior Wealth Management
Nebraska
$625K -$48.3K -987 -7%
SC
61
Savant Capital
Illinois
$609K +$609K +12,444 New
Creative Planning
62
Creative Planning
Kansas
$592K -$94.3K -1,927 -14%
Northern Trust
63
Northern Trust
Illinois
$553K +$37K +755 +7%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$531K +$27.2K +556 +5%
CPSAC
65
Chas P. Smith & Associates (CPS)
Florida
$489K -$5.63K -115 -1%
GJWM
66
Gilliland Jeter Wealth Management
Arkansas
$453K +$364K +7,439 +409%
AHC
67
Adell Harriman & Carpenter
Texas
$431K
BCG
68
Breakwater Capital Group
New Jersey
$424K +$46.8K +955 +12%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$389K
MWP
70
Madison Wealth Partners
Wisconsin
$383K
NA
71
NewEdge Advisors
Louisiana
$372K -$153K -3,134 -29%
KAS
72
Kestra Advisory Services
Texas
$353K +$42.6K +870 +14%
PS
73
Principal Securities
Iowa
$319K +$40.1K +820 +14%
DC
74
Davenport & Co
Virginia
$304K
CFD
75
Creative Financial Designs
Indiana
$288K -$662K -13,523 -70%