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iShares Morningstar Small-Cap Growth ETF

138 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, 50 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 Buyers

1 +$61.8M
2 +$5.84M
3 +$1.8M
4
UBS Group
UBS Group
Switzerland
+$1.58M
5
Jane Street
Jane Street
New York
+$1.23M

Top Sellers

1 -$3.28M
2 -$1.86M
3 -$1.15M
4
Wells Fargo
Wells Fargo
California
-$1.09M
5
TPCW
TD Private Client Wealth
New York
-$428K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Whipplewood Advisors
Colorado
$149K
OWA
102
Opal Wealth Advisors
New York
$142K
RDFA
103
Ritter Daniher Financial Advisory
Ohio
$138K
CIA
104
Cape Investment Advisory
Georgia
$132K
TIM
105
Tortoise Investment Management
New York
$132K
PTC
106
Private Trust Company
Ohio
$118K
SPIA
107
Steward Partners Investment Advisory
New York
$114K
SAM
108
Smartleaf Asset Management
Massachusetts
$107K
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$93.6K
TF
110
Tompkins Financial
New York
$87.6K
AIC
111
Archer Investment Corporation
Indiana
$68.3K
SIM
112
Synergy Investment Management
Florida
$63.8K
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.5K
PWA
114
Physician Wealth Advisors
Utah
$47.9K
William Blair & Company
115
William Blair & Company
Illinois
$47.8K
PA
116
PSI Advisors
Florida
$44.2K
MG
117
Mather Group
Illinois
$39.9K
MEG
118
Millstone Evans Group
Colorado
$33.8K
IA
119
IFP Advisors
Florida
$25.6K
MCM
120
MAI Capital Management
Ohio
$20.3K
AssetMark Inc
121
AssetMark Inc
California
$18.3K
MCM
122
Manchester Capital Management
Vermont
$17.6K
NS
123
NBC Securities
Alabama
$16K
MA
124
MCF Advisors
Kentucky
$15.5K
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$11.8K