We are live on ! Find out more
ISCG icon

iShares Morningstar Small-Cap Growth ETF

160 hedge funds and large institutions have $523M invested in iShares Morningstar Small-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $494M → $523M (+$28.7M)

3% more funds holding

Funds holding: 156160 (+4)

0.55% more ownership

Funds ownership: 61.22%61.77% (+0.55%)

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
70
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Smartleaf Asset Management
Massachusetts
$132K +$6.33K +110 +5%
TPCW
127
TD Private Client Wealth
New York
$108K -$10.9K -189 -9%
TF
128
Tompkins Financial
New York
$107K
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$70.7K
AIC
130
Archer Investment Corporation
Indiana
$69.6K
GMA
131
Glassy Mountain Advisors
Maryland
$69.2K +$115 +2 +0.2%
PWA
132
Physician Wealth Advisors
Utah
$58.3K
William Blair & Company
133
William Blair & Company
Illinois
$58.2K
AAP
134
Arax Advisory Partners
Colorado
$53.8K +$2.99K +52 +6%
MWA
135
Merkkuri Wealth Advisors
New York
$49.2K +$51.7K +899 New
AssetMark Inc
136
AssetMark Inc
California
$47.5K -$288 -5 -0.6%
MG
137
Mather Group
Illinois
$46.7K +$49K +852 New
TPWA
138
Twin Peaks Wealth Advisors
California
$34.1K +$35.8K +622 New
WCM
139
Westend Capital Management
California
$31.7K +$33.3K +579 New
IA
140
IFP Advisors
Florida
$31.2K
GWM
141
Geneos Wealth Management
Colorado
$27.1K +$3.45K +60 +14%
WETS
142
Wealth Enhancement Trust Services
South Dakota
$25.7K +$27K +469 New
MCM
143
Manchester Capital Management
Vermont
$21.4K
MA
144
MCF Advisors
Kentucky
$18.8K
NSIM
145
North Star Investment Management
Illinois
$16.6K +$4.03K +70 +30%
MEG
146
Millstone Evans Group
Colorado
$16K -$8.63K -150 -34%
PF
147
PlanVest Financial
Maryland
$13.7K +$14.4K +250 New
NS
148
NBC Securities
Alabama
$12.4K -$1.84K -32 -12%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$10.2K
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$9.54K -$10.8K -187 -52%