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iShares Morningstar Small-Cap Growth ETF

116 hedge funds and large institutions have $192M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+10
Holders Change %
+9.43%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
29
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$104K
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$95K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$90K +$14.5K +291 +19%
PA
79
Parallel Advisors
California
$85K
HI
80
Harbour Investments
Wisconsin
$80K -$431K -8,729 -84%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$70K
TAIM
82
TD Ameritrade Investment Management
Nebraska
$70K +$48.8K +992 +230%
OIA
83
Optimum Investment Advisors
Illinois
$60K
US Bancorp
84
US Bancorp
Minnesota
$57K -$595 -12 -1%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$52K +$8.55K +173 +20%
COCM
86
Charter Oak Capital Management
New Hampshire
$49K +$49K +988 New
RIA
87
Richwood Investment Advisors
Ohio
$48K +$48K +960 New
CWP
88
Concord Wealth Partners
Virginia
$43K +$699 +14 +2%
AssetMark Inc
89
AssetMark Inc
California
$40K +$30.6K +611 +323%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$35.5K +$35.5K +715 New
ADL
91
Asset Dedication LLC
California
$34K
William Blair & Company
92
William Blair & Company
Illinois
$33K -$3K -60 -8%
DWMG
93
DB Wealth Management Group
California
$32K -$8.89K -180 -22%
AIC
94
Archer Investment Corporation
Indiana
$25.3K
ACA
95
Aptus Capital Advisors
Alabama
$25K -$297K -5,873 -92%
GWANC
96
Guardian Wealth Advisors (North Carolina)
North Carolina
$25K +$25K +494 New
MFA
97
McClarren Financial Advisors
Pennsylvania
$24K +$103 +2 +0.4%
S
98
Surevest
California
$24K +$24K +478 New
SPIA
99
Steward Partners Investment Advisory
New York
$23K
AWM
100
Avior Wealth Management
Nebraska
$19K +$19K +402 New