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iShares Morningstar Small-Cap Growth ETF

105 hedge funds and large institutions have $174M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-11
Holders Change %
-9.48%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
28
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
Activest Wealth Management
Florida
$79K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$74K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$74K +$6.08K +174 +9%
TF
79
Tompkins Financial
New York
$69K
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$63K +$58.1K +1,638 +1,187%
PA
81
Parallel Advisors
California
$60K
TAIM
82
TD Ameritrade Investment Management
Nebraska
$50K -$5.24K -150 -9%
LWANC
83
Laurel Wealth Advisors (North Carolina)
North Carolina
$50K
US Bancorp
84
US Bancorp
Minnesota
$41K +$353 +10 +0.9%
ACA
85
Aptus Capital Advisors
Alabama
$32K +$14.3K +401 +81%
GWANC
86
Guardian Wealth Advisors (North Carolina)
North Carolina
$32K +$14.3K +401 +81%
AssetMark Inc
87
AssetMark Inc
California
$28K
TCWM
88
Total Clarity Wealth Management
Illinois
$25K +$25K +701 New
William Blair & Company
89
William Blair & Company
Illinois
$23K
CWP
90
Concord Wealth Partners
Virginia
$22K +$8.16K +227 +59%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$21K +$10.8K +311 +107%
COCM
92
Charter Oak Capital Management
New Hampshire
$19K
AIC
93
Archer Investment Corporation
Indiana
$18K
SPIA
94
Steward Partners Investment Advisory
New York
$17K
BFPW
95
BOK Financial Private Wealth
Colorado
$15K +$15K +414 New
GFP
96
Gryphon Financial Partners
Ohio
$14K +$14K +390 New
LF
97
Lee Financial
Texas
$12K
MA
98
MCF Advisors
Kentucky
$12K
LWA
99
Lowe Wealth Advisors
Maryland
$7K
GWM
100
Geneos Wealth Management
Colorado
$5K