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iShares Morningstar Small-Cap Growth ETF

116 hedge funds and large institutions have $160M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
32
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$209K +$209K +4,733 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$199K
EIP
78
Ellis Investment Partners
Pennsylvania
$193K +$176 +4 +0.1%
WOC
79
West Oak Capital
California
$145K
MCC
80
Money Concepts Capital
Florida
$143K +$143K +3,227 New
AF
81
Advisornet Financial
Minnesota
$142K +$88 +2 +0.1%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$134K +$11.5K +262 +9%
AWM
83
Activest Wealth Management
Florida
$99K
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$93K
TF
85
Tompkins Financial
New York
$86K +$86K +1,944 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$85K +$1.01K +23 +1%
PA
87
Parallel Advisors
California
$76K
TAIM
88
TD Ameritrade Investment Management
Nebraska
$70K +$6.95K +157 +11%
LWANC
89
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K
US Bancorp
90
US Bancorp
Minnesota
$51K
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$42K -$4.17K -95 -9%
AssetMark Inc
92
AssetMark Inc
California
$35K -$806 -18 -2%
ADL
93
Asset Dedication LLC
California
$31K
William Blair & Company
94
William Blair & Company
Illinois
$29K
DWMG
95
DB Wealth Management Group
California
$27K -$1.31K -30 -5%
COCM
96
Charter Oak Capital Management
New Hampshire
$24K -$19.1K -438 -44%
ACA
97
Aptus Capital Advisors
Alabama
$22K
GWANC
98
Guardian Wealth Advisors (North Carolina)
North Carolina
$22K
AIC
99
Archer Investment Corporation
Indiana
$21.6K
SPIA
100
Steward Partners Investment Advisory
New York
$21K