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iShares Morningstar Small-Cap Growth ETF

146 hedge funds and large institutions have $394M 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 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
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
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
101
TD Private Client Wealth
New York
$207K
MWA
102
Monograph Wealth Advisors
California
$205K
AF
103
Advisornet Financial
Minnesota
$185K
WA
104
Whipplewood Advisors
Colorado
$164K
OWA
105
Opal Wealth Advisors
New York
$157K
CIA
106
Cape Investment Advisory
Georgia
$146K
TIM
107
Tortoise Investment Management
New York
$145K
PTC
108
Private Trust Company
Ohio
$138K
SAM
109
Smartleaf Asset Management
Massachusetts
$134K
GWM
110
Geneos Wealth Management
Colorado
$120K
SWP
111
Strategic Wealth Partners
Ohio
$99.7K
AAP
112
Arax Advisory Partners
Colorado
$98.8K
TF
113
Tompkins Financial
New York
$96.7K
CA
114
CoreCap Advisors
Michigan
$87.7K
AIC
115
Archer Investment Corporation
Indiana
$75.4K
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$64.2K
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
AssetMark Inc
120
AssetMark Inc
California
$44.7K
TPWA
121
Twin Peaks Wealth Advisors
California
$39.4K
IA
122
IFP Advisors
Florida
$28.3K
MCM
123
MAI Capital Management
Ohio
$22.4K
MEG
124
Millstone Evans Group
Colorado
$22K
MCM
125
Manchester Capital Management
Vermont
$19.4K