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iShares Morningstar Small-Cap Growth ETF

147 hedge funds and large institutions have $442M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 -$6.8M
2 -$4.63M
3 -$1.72M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.2M
5
Morgan Stanley
Morgan Stanley
New York
-$983K
Name Holding Trade Value Shares
Change
Change in
Stake
TW
101
Towerpoint Wealth
California
$238K
PAS
102
Park Avenue Securities
New York
$237K
EIP
103
Ellis Investment Partners
Pennsylvania
$218K
OFG
104
Opulen Financial Group
Virginia
$218K
RDFA
105
Ritter Daniher Financial Advisory
Ohio
$217K
DWP
106
Destiny Wealth Partners
Florida
$213K
KPWS
107
Kestra Private Wealth Services
Texas
$209K
BHBT
108
Burke & Herbert Bank & Trust
Virginia
$207K
ASN
109
Advisory Services Network
Georgia
$206K
AF
110
Advisornet Financial
Minnesota
$202K
WA
111
Whipplewood Advisors
Colorado
$179K
TIM
112
Tortoise Investment Management
New York
$159K
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$152K
PTC
114
Private Trust Company
Ohio
$150K
SAM
115
Smartleaf Asset Management
Massachusetts
$144K
TPCW
116
TD Private Client Wealth
New York
$117K
TF
117
Tompkins Financial
New York
$106K
CCM
118
Chilton Capital Management
Texas
$89.9K
AIC
119
Archer Investment Corporation
Indiana
$82.3K
CA
120
CoreCap Advisors
Michigan
$71.7K
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$70.1K
GMA
122
Glassy Mountain Advisors
Maryland
$68.3K
PWA
123
Physician Wealth Advisors
Utah
$57.8K
William Blair & Company
124
William Blair & Company
Illinois
$57.7K
HI
125
Harbour Investments
Wisconsin
$53.6K