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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
MWP
76
Madison Wealth Partners
Wisconsin
$493K
BW
77
Basepoint Wealth
Iowa
$458K
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$454K
JMA
79
J.M. Arbour
Maine
$444K
AAS
80
Asset Allocation Strategies
Michigan
$441K
SFG
81
Synergy Financial Group
California
$441K
Financial Engines Advisors
82
Financial Engines Advisors
California
$436K
CIBC World Market
83
CIBC World Market
Ontario, Canada
$433K
RSEWM
84
River's Edge Wealth Management
Pennsylvania
$415K
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$394K
PA
86
Procyon Advisors
Connecticut
$391K
RF
87
rebel Financial
Ohio
$381K
Jane Street
88
Jane Street
New York
$360K
DC
89
Davenport & Co
Virginia
$340K
MGIA
90
Moneta Group Investment Advisors
Missouri
$332K
Citigroup
91
Citigroup
New York
$330K
BCG
92
Breakwater Capital Group
New Jersey
$325K
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$318K
KFAS
94
Keating Financial Advisory Services
Kansas
$308K
MFG
95
Merit Financial Group
Georgia
$303K
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$301K
PCM
97
Passive Capital Management
Maryland
$300K
SOS
98
Silver Oak Securities
Tennessee
$296K
AHC
99
Adell Harriman & Carpenter
Texas
$296K
AF
100
Advisornet Financial
Minnesota
$294K