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iShares Morningstar Small-Cap Growth ETF

156 hedge funds and large institutions have $494M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
MCM
101
MAI Capital Management
Ohio
$261K
SPIA
102
Steward Partners Investment Advisory
New York
$260K
TW
103
Towerpoint Wealth
California
$256K
TA
104
TFB Advisors
Kansas
$253K
EFA
105
Edge Financial Advisors
Illinois
$251K
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$245K
PAS
107
Park Avenue Securities
New York
$242K
AWA
108
Asempa Wealth Advisors
Louisiana
$240K
CPSAC
109
Chas P. Smith & Associates (CPS)
Florida
$238K
DWP
110
Destiny Wealth Partners
Florida
$231K
BWA
111
BlueChip Wealth Advisors
Georgia
$228K
OFG
112
Opulen Financial Group
Virginia
$223K
RDFA
113
Ritter Daniher Financial Advisory
Ohio
$222K
KPWS
114
Kestra Private Wealth Services
Texas
$214K
ASN
115
Advisory Services Network
Georgia
$213K
BHBT
116
Burke & Herbert Bank & Trust
Virginia
$212K
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$210K
FA
118
Flagstar Advisors
New York
$207K
AF
119
Advisornet Financial
Minnesota
$206K
SF
120
Summit Financial
New Jersey
$204K
WA
121
Whipplewood Advisors
Colorado
$183K
CIA
122
Cape Investment Advisory
Georgia
$162K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$155K
GAFA
124
Garton & Associates Financial Advisors
Kentucky
$142K
SAM
125
Smartleaf Asset Management
Massachusetts
$133K