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iShares Morningstar Small-Cap Growth ETF

136 hedge funds and large institutions have $349M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+13
Holders Change %
+10.57%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
48
Reduced
36
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CMP
51
Courage Miller Partners
Virginia
$712K -$6.73K -136 -0.9%
CGA
52
Crescent Grove Advisors
Illinois
$709K
CW
53
CreativeOne Wealth
Kansas
$629K -$20.6K -416 -3%
CCAL
54
City Center Advisors LLC
Michigan
$616K -$43.1K -871 -7%
Corient Private Wealth
55
Corient Private Wealth
Florida
$615K -$403K -8,142 -40%
GRP
56
Global Retirement Partners
California
$610K -$35.8K -724 -6%
AWM
57
Avior Wealth Management
Nebraska
$579K -$52.4K -1,060 -8%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$573K -$800K -16,188 -58%
Northern Trust
59
Northern Trust
Illinois
$559K
Lido Advisors
60
Lido Advisors
California
$546K +$546K +11,041 New
Jane Street
61
Jane Street
New York
$543K +$543K +10,972 New
Creative Planning
62
Creative Planning
Kansas
$495K -$103K -2,079 -17%
GJWM
63
Gilliland Jeter Wealth Management
Arkansas
$494K +$35.5K +718 +8%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$493K -$43.4K -878 -8%
CPSAC
65
Chas P. Smith & Associates (CPS)
Florida
$465K -$29.7K -600 -6%
PS
66
Principal Securities
Iowa
$441K +$119K +2,405 +37%
AHC
67
Adell Harriman & Carpenter
Texas
$435K
BCG
68
Breakwater Capital Group
New Jersey
$406K -$22K -444 -5%
KAS
69
Kestra Advisory Services
Texas
$400K +$42.7K +863 +12%
VA
70
Valmark Advisers
Ohio
$395K -$412K -8,328 -51%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$393K
MWP
72
Madison Wealth Partners
Wisconsin
$388K +$1.39K +28 +0.4%
MFG
73
Merit Financial Group
Georgia
$360K -$368K -7,432 -51%
AWS
74
Atria Wealth Solutions
New York
$358K +$358K +7,236 New
SFG
75
Synergy Financial Group
California
$356K +$356K +7,192 New