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iShares Morningstar Small-Cap Growth ETF

106 hedge funds and large institutions have $193M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
31
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
76
TD Ameritrade Investment Management
Nebraska
$102K -$27.4K -116 -21%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$94K
PA
78
Parallel Advisors
California
$84K
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$74K +$244 +5 +0.3%
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K
OIA
81
Optimum Investment Advisors
Illinois
$59K
US Bancorp
82
US Bancorp
Minnesota
$57K -$5.69K -116 -9%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$43K -$73.5K -1,503 -63%
CWP
84
Concord Wealth Partners
Virginia
$42K +$545 +11 +1%
DWMG
85
DB Wealth Management Group
California
$41K -$20.2K -408 -33%
William Blair & Company
86
William Blair & Company
Illinois
$35K
ADL
87
Asset Dedication LLC
California
$34K
AIC
88
Archer Investment Corporation
Indiana
$25.1K +$25.1K +510 New
SPIA
89
Steward Partners Investment Advisory
New York
$23K
MFA
90
McClarren Financial Advisors
Pennsylvania
$22K +$47 +1 +0.2%
IAS
91
IMA Advisory Services
Colorado
$19K -$25K -498 -57%
MA
92
MCF Advisors
Kentucky
$17K
LF
93
Lee Financial
Texas
$17K
RFA
94
Reilly Financial Advisors
California
$15K
MFT
95
Moisand Fitzgerald Tamayo
Florida
$15K
LWA
96
Lowe Wealth Advisors
Maryland
$10K
AssetMark Inc
97
AssetMark Inc
California
$9K
GWM
98
Geneos Wealth Management
Colorado
$7K
GG
99
Gleason Group
Kentucky
$7K
NFG
100
Next Financial Group
Texas
$6K