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iShares Morningstar Small-Cap Growth ETF

111 hedge funds and large institutions have $168M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
40
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
76
IFP Advisors
Florida
$129K
WOC
77
West Oak Capital
California
$127K
PTC
78
Private Trust Company
Ohio
$119K -$543 -14 -0.5%
WP
79
WealthShield Partners
North Carolina
$97.2K
HI
80
Harbour Investments
Wisconsin
$93.6K +$194 +5 +0.2%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$87.2K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$84.2K -$7.87K -203 -9%
TF
83
Tompkins Financial
New York
$75.3K
CWP
84
Concord Wealth Partners
Virginia
$58.4K +$6.28K +162 +12%
LWANC
85
Laurel Wealth Advisors (North Carolina)
North Carolina
$54.7K
US Bancorp
86
US Bancorp
Minnesota
$52.7K -$1.16K -30 -2%
IF
87
Integrity Financial
Wyoming
$48.7K -$8.88K -229 -15%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$39K +$7.64K +196 +24%
AssetMark Inc
89
AssetMark Inc
California
$29.2K -$1.12K -29 -4%
ADL
90
Asset Dedication LLC
California
$27K
William Blair & Company
91
William Blair & Company
Illinois
$25.6K
NA
92
NewEdge Advisors
Louisiana
$22.3K +$2.36K +61 +12%
NS
93
NBC Securities
Alabama
$22K +$22K +572 New
AIC
94
Archer Investment Corporation
Indiana
$19.8K
SPIA
95
Steward Partners Investment Advisory
New York
$18.1K
MFA
96
McClarren Financial Advisors
Pennsylvania
$18K
BFPW
97
BOK Financial Private Wealth
Colorado
$16.1K
MCM
98
Manchester Capital Management
Vermont
$15.1K
MA
99
MCF Advisors
Kentucky
$13.3K
GWANC
100
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.1K