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iShares Morningstar Small-Cap Growth ETF

147 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, 50 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
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
RDFA
101
Ritter Daniher Financial Advisory
Ohio
$213K
TPCW
102
TD Private Client Wealth
New York
$207K
MWA
103
Monograph Wealth Advisors
California
$205K
AF
104
Advisornet Financial
Minnesota
$185K
WA
105
Whipplewood Advisors
Colorado
$164K
OWA
106
Opal Wealth Advisors
New York
$157K
CIA
107
Cape Investment Advisory
Georgia
$146K
TIM
108
Tortoise Investment Management
New York
$145K
PTC
109
Private Trust Company
Ohio
$138K
SAM
110
Smartleaf Asset Management
Massachusetts
$134K
GWM
111
Geneos Wealth Management
Colorado
$120K
SWP
112
Strategic Wealth Partners
Ohio
$99.7K
AAP
113
Arax Advisory Partners
Colorado
$98.8K
TF
114
Tompkins Financial
New York
$96.7K
CA
115
CoreCap Advisors
Michigan
$87.7K
AIC
116
Archer Investment Corporation
Indiana
$75.4K
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$64.2K
PWA
118
Physician Wealth Advisors
Utah
$52.9K
William Blair & Company
119
William Blair & Company
Illinois
$52.8K
HI
120
Harbour Investments
Wisconsin
$47.3K
AssetMark Inc
121
AssetMark Inc
California
$44.7K
TPWA
122
Twin Peaks Wealth Advisors
California
$39.4K
IA
123
IFP Advisors
Florida
$28.3K
MCM
124
MAI Capital Management
Ohio
$22.4K
MEG
125
Millstone Evans Group
Colorado
$22K