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iShares Morningstar Small-Cap Growth ETF

112 hedge funds and large institutions have $206M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
35
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$111K +$39 +1 +0%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$104K -$103K -2,646 -50%
ASN
78
Advisory Services Network
Georgia
$104K +$1.21K +31 +1%
WP
79
WealthShield Partners
North Carolina
$97.5K +$97.5K +2,500 New
HI
80
Harbour Investments
Wisconsin
$93.4K +$24K +615 +35%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$81.9K
TF
82
Tompkins Financial
New York
$75.8K
IF
83
Integrity Financial
Wyoming
$72.3K -$20K -513 -22%
PA
84
Parallel Advisors
California
$66.7K
LWANC
85
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K
US Bancorp
86
US Bancorp
Minnesota
$54.2K
CWP
87
Concord Wealth Partners
Virginia
$46.4K +$8.07K +207 +21%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$31K
AssetMark Inc
89
AssetMark Inc
California
$30.5K
VWM
90
Venturi Wealth Management
Texas
$28.1K +$28.1K +722 New
ADL
91
Asset Dedication LLC
California
$27K
William Blair & Company
92
William Blair & Company
Illinois
$25.7K
NA
93
NewEdge Advisors
Louisiana
$20K -$13.1K -337 -40%
AIC
94
Archer Investment Corporation
Indiana
$19.9K
SPIA
95
Steward Partners Investment Advisory
New York
$18.2K
MFA
96
McClarren Financial Advisors
Pennsylvania
$18K +$38 +1 +0.2%
IGWM
97
ICA Group Wealth Management
Colorado
$17.5K +$17.5K +450 New
BFPW
98
BOK Financial Private Wealth
Colorado
$16.1K
LF
99
Lee Financial
Texas
$13.5K +$39 +1 +0.3%
MA
100
MCF Advisors
Kentucky
$13.4K