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iShares Morningstar Small-Cap Growth ETF

124 hedge funds and large institutions have $469M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
25
Increased
45
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
101
IMA Advisory Services
Colorado
$51K +$51K +1,026 New
CWP
102
Concord Wealth Partners
Virginia
$40K +$27.1K +540 +209%
William Blair & Company
103
William Blair & Company
Illinois
$36K
SPIA
104
Steward Partners Investment Advisory
New York
$33K -$5.41K -108 -14%
AIC
105
Archer Investment Corporation
Indiana
$25.5K
MFA
106
McClarren Financial Advisors
Pennsylvania
$23K
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$19K +$19K +384 New
MA
108
MCF Advisors
Kentucky
$17K -$15.5K -312 -48%
CFGS
109
Concourse Financial Group Securities
Alabama
$15K -$2.65K -54 -15%
RFA
110
Reilly Financial Advisors
California
$15K
LWA
111
Lowe Wealth Advisors
Maryland
$11K
AssetMark Inc
112
AssetMark Inc
California
$11K +$9.17K +1,050 +500%
IAIM
113
International Assets Investment Management
Florida
$8K
NFG
114
Next Financial Group
Texas
$7K
GG
115
Gleason Group
Kentucky
$7K
GWM
116
Geneos Wealth Management
Colorado
$7K +$6.22K +810 +794%
TFGT
117
TS Financial Group (TSFG)
Illinois
$6K +$6K +126 New
IRC
118
Investors Research Corp
Georgia
$4K
SWM
119
Spire Wealth Management
Virginia
$4K +$4K +84 New
Barclays
120
Barclays
United Kingdom
$4K +$4K +390 New
BFEC
121
Benjamin F. Edwards & Company
Missouri
$2K +$2K +30 New
DWA
122
Dorsey Wright & Associates
California
-$68.9M -1,362,486 Closed
Goldman Sachs
123
Goldman Sachs
New York
-$2.68M -52,932 Closed
NL
124
NWAM LLC
Washington
-$2.2M -43,452 Closed
VWA
125
Visionary Wealth Advisors
Illinois
-$2.12M -41,844 Closed