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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
JSA
101
Jim Saulnier & Associates
Colorado
$281K
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$274K
IAA
103
Independent Advisor Alliance
North Carolina
$272K
MCM
104
MAI Capital Management
Ohio
$271K
BEI
105
Benjamin Edwards Inc
Missouri
$268K
WCP
106
Wick Capital Partners
Pennsylvania
$266K
SPIA
107
Steward Partners Investment Advisory
New York
$257K
PAS
108
Park Avenue Securities
New York
$239K
AWA
109
Asempa Wealth Advisors
Louisiana
$239K
KPWS
110
Kestra Private Wealth Services
Texas
$224K
OFG
111
Opulen Financial Group
Virginia
$220K
DWP
112
Destiny Wealth Partners
Florida
$214K
CPSAC
113
Chas P. Smith & Associates (CPS)
Florida
$214K
FA
114
Flagstar Advisors
New York
$212K
PTC
115
Private Trust Company
Ohio
$209K
BHBT
116
Burke & Herbert Bank & Trust
Virginia
$209K
ASN
117
Advisory Services Network
Georgia
$200K
RDFA
118
Ritter Daniher Financial Advisory
Ohio
$198K
WA
119
Whipplewood Advisors
Colorado
$181K
OWA
120
Opal Wealth Advisors
New York
$172K
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$153K
HI
122
Harbour Investments
Wisconsin
$138K
SAM
123
Smartleaf Asset Management
Massachusetts
$132K
TPCW
124
TD Private Client Wealth
New York
$108K
TF
125
Tompkins Financial
New York
$107K