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iShares Morningstar Small-Cap Growth ETF

154 hedge funds and large institutions have $488M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
TW
101
Towerpoint Wealth
California
$256K
TA
102
TFB Advisors
Kansas
$253K
EFA
103
Edge Financial Advisors
Illinois
$251K
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$245K
PAS
105
Park Avenue Securities
New York
$242K
AWA
106
Asempa Wealth Advisors
Louisiana
$240K
CPSAC
107
Chas P. Smith & Associates (CPS)
Florida
$238K
DWP
108
Destiny Wealth Partners
Florida
$231K
BWA
109
BlueChip Wealth Advisors
Georgia
$228K
OFG
110
Opulen Financial Group
Virginia
$223K
RDFA
111
Ritter Daniher Financial Advisory
Ohio
$222K
KPWS
112
Kestra Private Wealth Services
Texas
$214K
ASN
113
Advisory Services Network
Georgia
$213K
BHBT
114
Burke & Herbert Bank & Trust
Virginia
$212K
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$210K
FA
116
Flagstar Advisors
New York
$207K
AF
117
Advisornet Financial
Minnesota
$206K
SF
118
Summit Financial
New Jersey
$204K
WA
119
Whipplewood Advisors
Colorado
$183K
CIA
120
Cape Investment Advisory
Georgia
$162K
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$155K
GAFA
122
Garton & Associates Financial Advisors
Kentucky
$142K
SAM
123
Smartleaf Asset Management
Massachusetts
$133K
TPCW
124
TD Private Client Wealth
New York
$119K
TF
125
Tompkins Financial
New York
$108K