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iShares Morningstar Small-Cap Growth ETF

152 hedge funds and large institutions have $487M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
PWA
51
Phoenix Wealth Advisors
North Carolina
$1.1M
AWA
52
Arkadios Wealth Advisors
Georgia
$1.03M
JWM
53
Jacksonville Wealth Management
Florida
$834K
CGA
54
Crescent Grove Advisors
Illinois
$795K
Stifel Financial
55
Stifel Financial
Missouri
$783K
VWA
56
Visionary Wealth Advisors
Illinois
$761K
CW
57
CreativeOne Wealth
Kansas
$718K
GJWM
58
Gilliland Jeter Wealth Management
Arkansas
$678K
PAG
59
Private Advisor Group
New Jersey
$619K
MWM
60
MGB Wealth Management
Texas
$605K
Lido Advisors
61
Lido Advisors
California
$602K
Northern Trust
62
Northern Trust
Illinois
$582K
FTS
63
Fifth Third Securities
Ohio
$572K
CFD
64
Creative Financial Designs
Indiana
$561K
CMP
65
Courage Miller Partners
Virginia
$541K
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$528K
AWM
67
Avior Wealth Management
Nebraska
$522K
PS
68
Principal Securities
Iowa
$504K
GS
69
GWN Securities
Florida
$484K
KAS
70
Kestra Advisory Services
Texas
$480K
AAS
71
Asset Allocation Strategies
Michigan
$479K
Jones Financial Companies
72
Jones Financial Companies
Missouri
$478K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$478K
BW
74
Basepoint Wealth
Iowa
$464K
Financial Engines Advisors
75
Financial Engines Advisors
California
$455K