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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
AHC
101
Adell Harriman & Carpenter
Texas
$296K -$115K -2,000 -27%
AF
102
Advisornet Financial
Minnesota
$294K +$94.3K +1,639 +44%
JSA
103
Jim Saulnier & Associates
Colorado
$281K +$1.44K +25 +0.5%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$274K +$288K +5,003 New
IAA
105
Independent Advisor Alliance
North Carolina
$272K +$286K +4,965 New
MCM
106
MAI Capital Management
Ohio
$271K +$13.7K +239 +5%
BEI
107
Benjamin Edwards Inc
Missouri
$268K +$345 +6 +0.1%
WCP
108
Wick Capital Partners
Pennsylvania
$266K +$287K +4,995 New
SPIA
109
Steward Partners Investment Advisory
New York
$257K +$58 +1 +0%
KP
110
Keel Point
Alabama
$242K +$254K +4,422 New
PAS
111
Park Avenue Securities
New York
$239K
AWA
112
Asempa Wealth Advisors
Louisiana
$239K -$863 -15 -0.3%
KPWS
113
Kestra Private Wealth Services
Texas
$224K +$13.6K +236 +6%
OFG
114
Opulen Financial Group
Virginia
$220K +$345 +6 +0.1%
DWP
115
Destiny Wealth Partners
Florida
$214K
CPSAC
116
Chas P. Smith & Associates (CPS)
Florida
$214K -$21.6K -376 -9%
FA
117
Flagstar Advisors
New York
$212K +$7.59K +132 +4%
PTC
118
Private Trust Company
Ohio
$209K -$155K -2,694 -41%
BHBT
119
Burke & Herbert Bank & Trust
Virginia
$209K
ASN
120
Advisory Services Network
Georgia
$200K -$10.9K -189 -5%
RDFA
121
Ritter Daniher Financial Advisory
Ohio
$198K -$22.1K -385 -10%
WA
122
Whipplewood Advisors
Colorado
$181K
OWA
123
Opal Wealth Advisors
New York
$172K +$181K +3,146 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$153K +$58 +1 +0%
HI
125
Harbour Investments
Wisconsin
$138K +$104K +1,809 +253%