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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
GIA
51
Gladstone Institutional Advisory
Florida
$1.14M
PWA
52
Phoenix Wealth Advisors
North Carolina
$1.09M
CP
53
Creekside Partners
California
$1.08M
SWM
54
Shelton Wealth Management
Texas
$1.04M
AWA
55
Arkadios Wealth Advisors
Georgia
$981K
Stifel Financial
56
Stifel Financial
Missouri
$847K
CGA
57
Crescent Grove Advisors
Illinois
$786K
FFA
58
Farther Finance Advisors
California
$785K
VWA
59
Visionary Wealth Advisors
Illinois
$764K
DADC
60
D.A. Davidson & Co
Montana
$739K
GJWM
61
Gilliland Jeter Wealth Management
Arkansas
$734K
CW
62
CreativeOne Wealth
Kansas
$711K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$684K
KAS
64
Kestra Advisory Services
Texas
$679K
PAG
65
Private Advisor Group
New Jersey
$665K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$612K
Lido Advisors
67
Lido Advisors
California
$610K
FTS
68
Fifth Third Securities
Ohio
$585K
Jones Financial Companies
69
Jones Financial Companies
Missouri
$579K
Northern Trust
70
Northern Trust
Illinois
$575K
PS
71
Principal Securities
Iowa
$560K
CMP
72
Courage Miller Partners
Virginia
$532K
GS
73
GWN Securities
Florida
$512K
CFD
74
Creative Financial Designs
Indiana
$506K
AWM
75
Avior Wealth Management
Nebraska
$505K