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iShares Morningstar Small-Cap Growth ETF

124 hedge funds and large institutions have $469M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
25
Increased
45
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
76
Ameritas Investment Company
Nebraska
$381K +$381K +7,608 New
FTUS
77
Flow Traders U.S.
New York
$342K +$342K +6,834 New
SG
78
StoneX Group
New York
$302K -$54.1K -1,080 -15%
EAM
79
Evanson Asset Management
California
$300K
CAN
80
Cetera Advisor Networks
California
$276K
CF
81
Centaurus Financial
California
$257K -$164K -3,270 -39%
MCM
82
MAI Capital Management
Ohio
$240K
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$225K
IA
84
IFP Advisors
Florida
$221K +$54.8K +1,092 +33%
EIP
85
Ellis Investment Partners
Pennsylvania
$218K
WIA
86
World Investment Advisors
California
$202K +$168K +21,120 +500%
WOC
87
West Oak Capital
California
$164K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$162K
APA
89
American Portfolios Advisors
New York
$149K +$9.01K +180 +6%
LS
90
Leelyn Smith
Illinois
$132K
CAC
91
Certified Advisory Corp
Florida
$115K +$115K +2,292 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$105K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$93K +$8.76K +174 +10%
PA
94
Parallel Advisors
California
$86K
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$85K +$85K +1,710 New
TAIM
96
TD Ameritrade Investment Management
Nebraska
$80K
DWMG
97
DB Wealth Management Group
California
$79K
LWANC
98
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K
US Bancorp
99
US Bancorp
Minnesota
$64K
OIA
100
Optimum Investment Advisors
Illinois
$60K -$31.5K -630 -34%