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iShares Morningstar Small-Cap Growth ETF

156 hedge funds and large institutions have $494M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
CAC
26
Certified Advisory Corp
Florida
$4.26M
IWP
27
IAG Wealth Partners
Wisconsin
$4.23M
LFAS
28
Level Four Advisory Services
Texas
$3.98M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.7M
HighTower Advisors
30
HighTower Advisors
Illinois
$3.64M
ACGA
31
Atlanta Consulting Group Advisors
Georgia
$3.24M
SWM
32
Steinberganna Wealth Management
New York
$2.75M
LI
33
LRI Investments
Florida
$2.58M
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$2.32M
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.22M
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$2.09M
IC
37
IEQ Capital
California
$1.99M
Goldman Sachs
38
Goldman Sachs
New York
$1.96M
KFI
39
Key Financial Inc
Pennsylvania
$1.85M
RA
40
Rodgers & Associates
Pennsylvania
$1.81M
PIA
41
Perennial Investment Advisors
California
$1.8M
NA
42
NewEdge Advisors
Louisiana
$1.59M
FFA
43
Farther Finance Advisors
California
$1.57M
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.45M
VCS
45
Vaughan & Co Securities
New Jersey
$1.36M
KCM
46
Kendall Capital Management
Maryland
$1.31M
MML Investors Services
47
MML Investors Services
Massachusetts
$1.3M
Creative Planning
48
Creative Planning
Kansas
$1.18M
EH
49
Equitable Holdings
New York
$1.14M
SWM
50
Shelton Wealth Management
Texas
$1.13M