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iShares Morningstar Small-Cap Growth ETF

135 hedge funds and large institutions have $310M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 9 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
50
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
Aspire Wealth Management
Massachusetts
$298K -$3.21K -69 -1%
Comerica Bank
77
Comerica Bank
Texas
$293K
KAS
78
Kestra Advisory Services
Texas
$290K +$16.9K +362 +6%
DC
79
Davenport & Co
Virginia
$289K
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$281K -$634K -13,612 -69%
FA
81
Flagstar Advisors
New York
$250K -$35.1K -753 -12%
TA
82
TFB Advisors
Kansas
$245K +$245K +5,605 New
MCM
83
MAI Capital Management
Ohio
$244K +$21K +450 +9%
Jane Street
84
Jane Street
New York
$242K +$242K +5,189 New
RJT
85
Raymond James Trust
Florida
$238K -$931 -20 -0.4%
Citigroup
86
Citigroup
New York
$234K -$15.1K -324 -6%
TW
87
Towerpoint Wealth
California
$233K
PS
88
Principal Securities
Iowa
$225K +$91.4K +1,963 +68%
EIP
89
Ellis Investment Partners
Pennsylvania
$207K +$207K +4,452 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$207K +$19.2K +412 +10%
LA
91
LexAurum Advisors
Kansas
$206K -$20.6K -443 -9%
PFS
92
Prospera Financial Services
Texas
$206K -$13.1K -282 -6%
AF
93
Advisornet Financial
Minnesota
$190K -$9.18K -197 -5%
CIA
94
Cape Investment Advisory
Georgia
$159K
IA
95
IFP Advisors
Florida
$155K +$47 +1 +0%
RDFA
96
Ritter Daniher Financial Advisory
Ohio
$153K +$4.61K +99 +3%
WOC
97
West Oak Capital
California
$152K
HI
98
Harbour Investments
Wisconsin
$109K -$3.45K -74 -3%
PTC
99
Private Trust Company
Ohio
$90.8K -$52.6K -1,130 -37%
TF
100
Tompkins Financial
New York
$90.5K