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iShares Morningstar Small-Cap Growth ETF

160 hedge funds and large institutions have $523M invested in iShares Morningstar Small-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $494M → $523M (+$28.7M)

3% more funds holding

Funds holding: 156160 (+4)

0.55% more ownership

Funds ownership: 61.22%61.77% (+0.55%)

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
70
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
Beam Wealth Advisors
Louisiana
$5.71M +$1.52M +26,452 +34%
ACM
27
Anfield Capital Management
California
$4.99M +$5.24M +91,144 New
TBFA
28
Three Bearings Fiduciary Advisors
New Hampshire
$4.72M +$68.5K +1,190 +1%
CAC
29
Certified Advisory Corp
Florida
$4.53M +$336K +5,849 +8%
IWP
30
IAG Wealth Partners
Wisconsin
$4.28M +$109K +1,894 +2%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.64M +$51.9K +902 +1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.55M +$1.42M +24,771 +62%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.52M -$148K -2,565 -4%
VDC
34
Van Diest Capital
Iowa
$3.2M +$2.92M +50,800 +667%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$3M +$743K +12,917 +31%
LFAS
36
Level Four Advisory Services
Texas
$2.92M -$1.07M -18,528 -26%
SWM
37
Steinberganna Wealth Management
New York
$2.81M +$94.2K +1,637 +3%
ACGA
38
Atlanta Consulting Group Advisors
Georgia
$2.79M -$433K -7,523 -13%
LI
39
LRI Investments
Florida
$2.49M -$63.1K -1,097 -2%
KFI
40
Key Financial Inc
Pennsylvania
$2M +$179K +3,105 +9%
IC
41
IEQ Capital
California
$1.96M -$8.11K -141 -0.4%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$1.85M -$225K -3,914 -10%
PIA
43
Perennial Investment Advisors
California
$1.77M -$3.57K -62 -0.2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.75M +$337K +5,851 +22%
RA
45
Rodgers & Associates
Pennsylvania
$1.73M -$59.4K -1,033 -3%
NA
46
NewEdge Advisors
Louisiana
$1.68M +$112K +1,951 +7%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.38M +$104K +1,814 +8%
VCS
48
Vaughan & Co Securities
New Jersey
$1.34M -$6.38K -111 -0.5%
KCM
49
Kendall Capital Management
Maryland
$1.29M
IFG
50
Independent Financial Group
California
$1.21M +$118K +2,049 +10%