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iShares Morningstar Small-Cap Growth ETF

137 hedge funds and large institutions have $390M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
49
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
101
Opal Wealth Advisors
New York
$142K +$142K +3,146 New
RDFA
102
Ritter Daniher Financial Advisory
Ohio
$138K -$11.7K -259 -8%
CIA
103
Cape Investment Advisory
Georgia
$132K -$21.4K -475 -14%
TIM
104
Tortoise Investment Management
New York
$132K
PTC
105
Private Trust Company
Ohio
$118K +$30.2K +670 +34%
SPIA
106
Steward Partners Investment Advisory
New York
$114K +$13.2K +292 +13%
SAM
107
Smartleaf Asset Management
Massachusetts
$107K +$20.2K +447 +23%
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$93.6K +$93.6K +2,077 New
TF
109
Tompkins Financial
New York
$87.6K
AIC
110
Archer Investment Corporation
Indiana
$68.3K
SIM
111
Synergy Investment Management
Florida
$63.8K
LWANC
112
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.5K
PWA
113
Physician Wealth Advisors
Utah
$47.9K +$3.52K +78 +8%
William Blair & Company
114
William Blair & Company
Illinois
$47.8K
PA
115
PSI Advisors
Florida
$44.2K +$44.2K +982 New
MG
116
Mather Group
Illinois
$39.9K +$39.9K +886 New
MEG
117
Millstone Evans Group
Colorado
$33.8K
IA
118
IFP Advisors
Florida
$25.6K
MCM
119
MAI Capital Management
Ohio
$20.3K
AssetMark Inc
120
AssetMark Inc
California
$18.3K -$1.22K -27 -6%
MCM
121
Manchester Capital Management
Vermont
$17.6K
NS
122
NBC Securities
Alabama
$16K +$16K +366 New
MA
123
MCF Advisors
Kentucky
$15.5K
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$11.8K
NSIM
125
North Star Investment Management
Illinois
$10.5K