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iShares Morningstar Small-Cap Growth ETF

104 hedge funds and large institutions have $170M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
30
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
76
Private Trust Company
Ohio
$90K +$90K +2,600 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$80K +$7.44K +217 +10%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$73K
OPW
79
Oxler Private Wealth
New York
$67.8K +$67.8K +600 New
TF
80
Tompkins Financial
New York
$67K
PA
81
Parallel Advisors
California
$59K
TAIM
82
TD Ameritrade Investment Management
Nebraska
$50K
LWANC
83
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K
US Bancorp
84
US Bancorp
Minnesota
$49K +$8.86K +256 +22%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$36K +$36K +1,033 New
AssetMark Inc
86
AssetMark Inc
California
$27K
BFEC
87
Benjamin F. Edwards & Company
Missouri
$26K +$4.99K +143 +24%
ACA
88
Aptus Capital Advisors
Alabama
$25K -$6.6K -187 -21%
GWANC
89
Guardian Wealth Advisors (North Carolina)
North Carolina
$25K -$6.6K -187 -21%
ADL
90
Asset Dedication LLC
California
$24K +$24K +695 New
William Blair & Company
91
William Blair & Company
Illinois
$23K
AIC
92
Archer Investment Corporation
Indiana
$17.7K
SPIA
93
Steward Partners Investment Advisory
New York
$16K
MFA
94
McClarren Financial Advisors
Pennsylvania
$16K +$16K +469 New
BFPW
95
BOK Financial Private Wealth
Colorado
$14K
MA
96
MCF Advisors
Kentucky
$12K
LF
97
Lee Financial
Texas
$12K +$35 +1 +0.3%
LWA
98
Lowe Wealth Advisors
Maryland
$7K
GWM
99
Geneos Wealth Management
Colorado
$5K
GI
100
Gradient Investments
Minnesota
$5K +$5K +152 New