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iShares Morningstar Small-Cap Growth ETF

137 hedge funds and large institutions have $390M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
49
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
126
Lowe Wealth Advisors
Maryland
$9.46K
MWM
127
MGB Wealth Management
Texas
$9.01K
GG
128
Gleason Group
Kentucky
$5.73K
WA
129
WPG Advisers
Maryland
$5.04K -$1.62K -36 -24%
IF
130
Integrity Financial
Wyoming
$3.42K -$1.98K -44 -37%
CTWM
131
Cherry Tree Wealth Management
Minnesota
$3.42K
IRC
132
Investors Research Corp
Georgia
$3.24K
AG
133
AmeriFlex Group
Nevada
$2.25K
CPBTD
134
Central Pacific Bank - Trust Division
Hawaii
$2.16K
CWM
135
Copia Wealth Management
Oregon
$1.13K
HNB
136
Huntington National Bank
Ohio
$45
NWM
137
Nova Wealth Management
Florida
$25 +$25 +1 New
VA
138
Valmark Advisers
Ohio
-$395K -7,982 Closed
PAS
139
Park Avenue Securities
New York
-$235K -4,752 Closed
EIP
140
Ellis Investment Partners
Pennsylvania
-$222K -4,481 Closed
TW
141
Towerpoint Wealth
California
-$218K -4,416 Closed
PFS
142
Prospera Financial Services
Texas
-$214K -4,318 Closed
ASN
143
Advisory Services Network
Georgia
-$210K -4,251 Closed
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
-$203K -4,112 Closed
TFGT
145
TS Financial Group (TSFG)
Illinois
-$1K -30 Closed