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iShares Morningstar Small-Cap Growth ETF

131 hedge funds and large institutions have $307M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
40
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GJWM
101
Gilliland Jeter Wealth Management
Arkansas
$82.8K +$82.8K +1,821 New
Jones Financial Companies
102
Jones Financial Companies
Missouri
$77K +$77K +1,692 New
AIC
103
Archer Investment Corporation
Indiana
$68.9K +$19.3K +424 +39%
SAM
104
Smartleaf Asset Management
Massachusetts
$67.5K -$12.6K -278 -16%
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$64.1K
BTI
106
Blue Trust Inc
Georgia
$51.8K
William Blair & Company
107
William Blair & Company
Illinois
$48.3K +$18.3K +402 +61%
SPIA
108
Steward Partners Investment Advisory
New York
$47.2K -$25.9K -570 -35%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$41K
AssetMark Inc
110
AssetMark Inc
California
$34.3K
ADL
111
Asset Dedication LLC
California
$31.6K
NS
112
NBC Securities
Alabama
$22K
FFA
113
Farther Finance Advisors
California
$18.9K -$2.07K -46 -10%
MCM
114
Manchester Capital Management
Vermont
$17.7K
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$16K -$38.9K -856 -71%
MA
116
MCF Advisors
Kentucky
$15.6K
TSWM
117
Tyler-Stone Wealth Management
Ohio
$13.6K
TFA
118
Transamerica Financial Advisors
Florida
$11K
NSIM
119
North Star Investment Management
Illinois
$10.5K
LWA
120
Lowe Wealth Advisors
Maryland
$9.55K
MWM
121
MGB Wealth Management
Texas
$9.43K
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$8.17K
GG
123
Gleason Group
Kentucky
$5.74K
IAIM
124
International Assets Investment Management
Florida
$4.46K +$4.46K +98 New
GWM
125
Geneos Wealth Management
Colorado
$3.91K