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iShares Morningstar Small-Cap Growth ETF

158 hedge funds and large institutions have $517M invested in iShares Morningstar Small-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
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

Top Sellers

1 -$12.4M
2 -$2.88M
3 -$2.51M
4
Goldman Sachs
Goldman Sachs
New York
-$1.96M
5
BDF
Black Diamond Financial
Maryland
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
Beam Wealth Advisors
Louisiana
$5.71M
ACM
27
Anfield Capital Management
California
$4.99M
CAC
28
Certified Advisory Corp
Florida
$4.53M
IWP
29
IAG Wealth Partners
Wisconsin
$4.28M
HighTower Advisors
30
HighTower Advisors
Illinois
$3.64M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.55M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.52M
VDC
33
Van Diest Capital
Iowa
$3.2M
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$3M
LFAS
35
Level Four Advisory Services
Texas
$2.92M
SWM
36
Steinberganna Wealth Management
New York
$2.81M
ACGA
37
Atlanta Consulting Group Advisors
Georgia
$2.79M
LI
38
LRI Investments
Florida
$2.49M
KFI
39
Key Financial Inc
Pennsylvania
$2M
IC
40
IEQ Capital
California
$1.96M
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$1.85M
PIA
42
Perennial Investment Advisors
California
$1.77M
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.75M
RA
44
Rodgers & Associates
Pennsylvania
$1.73M
MML Investors Services
45
MML Investors Services
Massachusetts
$1.38M
VCS
46
Vaughan & Co Securities
New Jersey
$1.34M
KCM
47
Kendall Capital Management
Maryland
$1.29M
IFG
48
Independent Financial Group
California
$1.21M
EH
49
Equitable Holdings
New York
$1.18M
Creative Planning
50
Creative Planning
Kansas
$1.18M