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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 %
SAM
101
Smartleaf Asset Management
Massachusetts
$82.4K -$2.75K -59 -3%
SPIA
102
Steward Partners Investment Advisory
New York
$74.8K +$53K +1,139 +243%
LWANC
103
Laurel Wealth Advisors (North Carolina)
North Carolina
$65.7K
CWP
104
Concord Wealth Partners
Virginia
$65K +$65K +1,396 New
US Bancorp
105
US Bancorp
Minnesota
$63.3K
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$56.3K -$9.17K -197 -14%
BTI
107
Blue Trust Inc
Georgia
$51.8K +$51.8K +1,111 New
AIC
108
Archer Investment Corporation
Indiana
$50.9K
BFEC
109
Benjamin F. Edwards & Company
Missouri
$42K
AssetMark Inc
110
AssetMark Inc
California
$35.1K +$47 +1 +0.1%
ADL
111
Asset Dedication LLC
California
$32K
William Blair & Company
112
William Blair & Company
Illinois
$30.7K
NS
113
NBC Securities
Alabama
$22K -$1.54K -34 -7%
FFA
114
Farther Finance Advisors
California
$21.4K +$18.9K +411 +761%
MCM
115
Manchester Capital Management
Vermont
$18.2K
MA
116
MCF Advisors
Kentucky
$16K
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$15.7K +$15.7K +336 New
TSWM
118
Tyler-Stone Wealth Management
Ohio
$14K
TFA
119
Transamerica Financial Advisors
Florida
$11K -$597K -12,383 -98%
NSIM
120
North Star Investment Management
Illinois
$10.8K +$10.8K +231 New
LWA
121
Lowe Wealth Advisors
Maryland
$9.78K
MWM
122
MGB Wealth Management
Texas
$9.31K +$9.31K +200 New
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$8.3K +$8.3K +180 New
WB
124
Webster Bank
Connecticut
$6.99K
GG
125
Gleason Group
Kentucky
$5.87K