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iShares Morningstar Small-Cap Growth ETF

146 hedge funds and large institutions have $397M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
49
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
101
TD Private Client Wealth
New York
$207K -$142K -2,862 -41%
MWA
102
Monograph Wealth Advisors
California
$205K +$205K +4,122 New
AF
103
Advisornet Financial
Minnesota
$185K -$8.21K -165 -4%
WA
104
Whipplewood Advisors
Colorado
$164K +$157K +3,157 +2,208%
OWA
105
Opal Wealth Advisors
New York
$157K
CIA
106
Cape Investment Advisory
Georgia
$146K +$50 +1 +0%
TIM
107
Tortoise Investment Management
New York
$145K
PTC
108
Private Trust Company
Ohio
$138K +$7.51K +151 +6%
SAM
109
Smartleaf Asset Management
Massachusetts
$134K +$16.4K +331 +14%
GWM
110
Geneos Wealth Management
Colorado
$120K -$132K -2,655 -52%
SWP
111
Strategic Wealth Partners
Ohio
$99.7K +$99.7K +2,004 New
AAP
112
Arax Advisory Partners
Colorado
$98.8K +$98.8K +1,985 New
TF
113
Tompkins Financial
New York
$96.7K
CA
114
CoreCap Advisors
Michigan
$87.7K +$87.7K +1,762 New
AIC
115
Archer Investment Corporation
Indiana
$75.4K
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$64.2K -$39.1K -786 -38%
PWA
117
Physician Wealth Advisors
Utah
$52.9K
William Blair & Company
118
William Blair & Company
Illinois
$52.8K
HI
119
Harbour Investments
Wisconsin
$47.3K -$141K -2,827 -75%
AssetMark Inc
120
AssetMark Inc
California
$44.7K +$24.5K +493 +121%
TPWA
121
Twin Peaks Wealth Advisors
California
$39.4K +$39.4K +760 New
IA
122
IFP Advisors
Florida
$28.3K
MCM
123
MAI Capital Management
Ohio
$22.4K
MEG
124
Millstone Evans Group
Colorado
$22K -$15.3K -308 -41%
MCM
125
Manchester Capital Management
Vermont
$19.4K