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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.

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 %
AI
1
AdvisorShares Investments
Maryland
$77.7M +$9.47M +189,090 +14%
Wells Fargo
2
Wells Fargo
California
$51.1M +$9.23M +184,422 +22%
Morgan Stanley
3
Morgan Stanley
New York
$50.2M +$3.44M +68,712 +7%
LPL Financial
4
LPL Financial
California
$31.5M +$5.93M +118,410 +23%
Bank of America
5
Bank of America
North Carolina
$26.6M +$4.03M +80,394 +18%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$19.4M +$7.48M +149,424 +63%
SFS
7
Searcy Financial Services
Kansas
$18M -$734K -14,652 -4%
Ameriprise
8
Ameriprise
Minnesota
$17.2M +$12.7M +254,472 +285%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$16.6M +$3.93M +78,396 +31%
RJA
10
Raymond James & Associates
Florida
$15.2M +$5.74M +114,654 +60%
AAS
11
Avantax Advisory Services
Texas
$12.2M +$4.01M +80,034 +49%
Osaic Holdings
12
Osaic Holdings
Arizona
$11.3M -$1.47M -29,430 -12%
PAG
13
Private Advisor Group
New Jersey
$8.01M -$4.92M -98,322 -38%
SPC
14
Sigma Planning Corp
Michigan
$7.9M +$1.54M +30,726 +24%
MTC
15
Matrix Trust Company
Colorado
$6.62M -$83.8K -1,674 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.64M +$4.41M +88,164 +360%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.35M +$409K +8,178 +8%
KAS
18
Kestra Advisory Services
Texas
$4.49M +$3.65M +72,936 +439%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.29M +$1.2M +23,940 +39%
TPCW
20
TD Private Client Wealth
New York
$3.82M +$35.8K +714 +0.9%
Citadel Advisors
21
Citadel Advisors
Florida
$3.79M -$8.7M -173,802 -70%
FAIM
22
Financial Advocates Investment Management
Washington
$3.77M +$46.6K +930 +1%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.49M +$2.82M +56,316 +423%
RA
24
RiverTree Advisors
Florida
$3.48M +$3.48M +69,390 New
MHS
25
M Holdings Securities
Oregon
$3.05M -$13.8K -276 -0.5%