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iShares Morningstar Small-Cap Growth ETF

115 hedge funds and large institutions have $226M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-9
Holders Change %
-7.26%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
28
Reduced
46
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
76
Connecticut Wealth Management
Connecticut
$200K +$200K +3,851 New
WOC
77
West Oak Capital
California
$169K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$156K -$12.1K -234 -7%
ASN
79
Advisory Services Network
Georgia
$138K +$138K +2,669 New
APA
80
American Portfolios Advisors
New York
$127K -$26.7K -516 -17%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$123K +$103K +1,998 +520%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$109K
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$99K +$10.8K +210 +12%
PA
84
Parallel Advisors
California
$89K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$78K -$17.3K -336 -18%
LWANC
86
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K
US Bancorp
87
US Bancorp
Minnesota
$66K
DWMG
88
DB Wealth Management Group
California
$64K -$18K -348 -22%
OIA
89
Optimum Investment Advisors
Illinois
$62K
IAS
90
IMA Advisory Services
Colorado
$45K -$7.71K -150 -15%
CWP
91
Concord Wealth Partners
Virginia
$43K +$1.96K +38 +5%
William Blair & Company
92
William Blair & Company
Illinois
$37K
Barclays
93
Barclays
United Kingdom
$36K +$15.6K +297 +76%
ADL
94
Asset Dedication LLC
California
$36K +$36K +695 New
TAIM
95
TD Ameritrade Investment Management
Nebraska
$28K -$53.5K -1,048 -66%
SPIA
96
Steward Partners Investment Advisory
New York
$24K -$9.85K -192 -29%
MFA
97
McClarren Financial Advisors
Pennsylvania
$24K +$103 +2 +0.4%
MA
98
MCF Advisors
Kentucky
$18K +$52 +1 +0.3%
LF
99
Lee Financial
Texas
$18K +$18K +342 New
RFA
100
Reilly Financial Advisors
California
$16K