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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
CP
51
Creekside Partners
California
$1.12M
IFG
52
Independent Financial Group
California
$1.11M
PWA
53
Phoenix Wealth Advisors
North Carolina
$1.1M
AWA
54
Arkadios Wealth Advisors
Georgia
$1.03M
JWM
55
Jacksonville Wealth Management
Florida
$834K
CGA
56
Crescent Grove Advisors
Illinois
$795K
Stifel Financial
57
Stifel Financial
Missouri
$783K
VWA
58
Visionary Wealth Advisors
Illinois
$761K
CW
59
CreativeOne Wealth
Kansas
$718K
Corient Private Wealth
60
Corient Private Wealth
Florida
$683K
GJWM
61
Gilliland Jeter Wealth Management
Arkansas
$678K
PAG
62
Private Advisor Group
New Jersey
$619K
MWM
63
MGB Wealth Management
Texas
$605K
Lido Advisors
64
Lido Advisors
California
$602K
Northern Trust
65
Northern Trust
Illinois
$582K
FTS
66
Fifth Third Securities
Ohio
$572K
CFD
67
Creative Financial Designs
Indiana
$561K
CMP
68
Courage Miller Partners
Virginia
$541K
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$528K
AWM
70
Avior Wealth Management
Nebraska
$522K
PS
71
Principal Securities
Iowa
$504K
GS
72
GWN Securities
Florida
$484K
KAS
73
Kestra Advisory Services
Texas
$480K
AAS
74
Asset Allocation Strategies
Michigan
$479K
Jones Financial Companies
75
Jones Financial Companies
Missouri
$478K