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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
EH
51
Equitable Holdings
New York
$1.18M +$39.6K +688 +3%
Creative Planning
52
Creative Planning
Kansas
$1.18M +$13.5K +234 +1%
GIA
53
Gladstone Institutional Advisory
Florida
$1.14M +$1.2M +20,775 New
PWA
54
Phoenix Wealth Advisors
North Carolina
$1.09M +$5.98K +104 +0.5%
CP
55
Creekside Partners
California
$1.08M -$28.6K -498 -2%
SWM
56
Shelton Wealth Management
Texas
$1.04M -$79.5K -1,382 -7%
AWA
57
Arkadios Wealth Advisors
Georgia
$981K -$35.1K -611 -3%
Stifel Financial
58
Stifel Financial
Missouri
$847K +$77.8K +1,352 +10%
CGA
59
Crescent Grove Advisors
Illinois
$786K
FFA
60
Farther Finance Advisors
California
$785K -$818K -14,224 -50%
VWA
61
Visionary Wealth Advisors
Illinois
$764K +$12.3K +214 +2%
DADC
62
D.A. Davidson & Co
Montana
$739K +$324K +5,626 +72%
GJWM
63
Gilliland Jeter Wealth Management
Arkansas
$734K +$67.7K +1,177 +10%
CW
64
CreativeOne Wealth
Kansas
$711K +$2.13K +37 +0.3%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$684K +$223K +3,871 +45%
KAS
66
Kestra Advisory Services
Texas
$679K +$215K +3,730 +43%
PAG
67
Private Advisor Group
New Jersey
$665K +$55.7K +969 +9%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$612K -$12.4M -215,222 -95%
Lido Advisors
69
Lido Advisors
California
$610K +$1.84K +32 +0.3%
FTS
70
Fifth Third Securities
Ohio
$585K +$20.2K +352 +3%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$579K +$125K +2,174 +25%
Northern Trust
72
Northern Trust
Illinois
$575K -$115 -2 -0%
PS
73
Principal Securities
Iowa
$560K +$65.2K +1,134 +12%
CMP
74
Courage Miller Partners
Virginia
$532K -$2.7K -47 -0.5%
GS
75
GWN Securities
Florida
$512K +$34.7K +604 +7%