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iShares Morningstar Small-Cap Growth ETF

147 hedge funds and large institutions have $397M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$3.32M
Mariner
27
Mariner
Kansas
$3.3M
MML Investors Services
28
MML Investors Services
Massachusetts
$3.26M
BWA
29
Beam Wealth Advisors
Louisiana
$2.96M
LFAS
30
Level Four Advisory Services
Texas
$2.36M
LI
31
LRI Investments
Florida
$2.31M
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.16M
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.07M
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$1.93M
FFA
35
Farther Finance Advisors
California
$1.88M
Goldman Sachs
36
Goldman Sachs
New York
$1.8M
IC
37
IEQ Capital
California
$1.6M
RA
38
Rodgers & Associates
Pennsylvania
$1.59M
PIA
39
Perennial Investment Advisors
California
$1.51M
Creative Planning
40
Creative Planning
Kansas
$1.41M
LWANC
41
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.41M
VCS
42
Vaughan & Co Securities
New Jersey
$1.24M
KFI
43
Key Financial Inc
Pennsylvania
$1.2M
KCM
44
Kendall Capital Management
Maryland
$1.17M
SWM
45
Shelton Wealth Management
Texas
$1.08M
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.06M
CP
47
Creekside Partners
California
$1.01M
PWA
48
Phoenix Wealth Advisors
North Carolina
$1.01M
Citadel Advisors
49
Citadel Advisors
Florida
$925K
NA
50
NewEdge Advisors
Louisiana
$775K