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iShares Morningstar Small-Cap Growth ETF

152 hedge funds and large institutions have $487M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
IWP
26
IAG Wealth Partners
Wisconsin
$4.23M
LFAS
27
Level Four Advisory Services
Texas
$3.98M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.7M
HighTower Advisors
29
HighTower Advisors
Illinois
$3.64M
ACGA
30
Atlanta Consulting Group Advisors
Georgia
$3.24M
SWM
31
Steinberganna Wealth Management
New York
$2.75M
LI
32
LRI Investments
Florida
$2.58M
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$2.32M
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.22M
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$2.09M
IC
36
IEQ Capital
California
$1.99M
Goldman Sachs
37
Goldman Sachs
New York
$1.96M
KFI
38
Key Financial Inc
Pennsylvania
$1.85M
RA
39
Rodgers & Associates
Pennsylvania
$1.81M
PIA
40
Perennial Investment Advisors
California
$1.8M
NA
41
NewEdge Advisors
Louisiana
$1.59M
FFA
42
Farther Finance Advisors
California
$1.57M
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.45M
VCS
44
Vaughan & Co Securities
New Jersey
$1.36M
KCM
45
Kendall Capital Management
Maryland
$1.31M
MML Investors Services
46
MML Investors Services
Massachusetts
$1.3M
Creative Planning
47
Creative Planning
Kansas
$1.18M
EH
48
Equitable Holdings
New York
$1.14M
SWM
49
Shelton Wealth Management
Texas
$1.13M
CP
50
Creekside Partners
California
$1.12M