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iShares Morningstar Small-Cap Growth ETF

146 hedge funds and large institutions have $394M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
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
SWM
126
Spire Wealth Management
Virginia
$19.1K
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$18K
MA
128
MCF Advisors
Kentucky
$17.1K
NS
129
NBC Securities
Alabama
$16K
AAS
130
Ameritas Advisory Services
Nebraska
$14.6K
NSIM
131
North Star Investment Management
Illinois
$11.6K
LWA
132
Lowe Wealth Advisors
Maryland
$10.4K
MWM
133
MGB Wealth Management
Texas
$9.97K
LFA
134
Legend Financial Advisors
Pennsylvania
$6.72K
GG
135
Gleason Group
Kentucky
$6.34K
WA
136
WPG Advisers
Maryland
$5.57K
CWP
137
Concord Wealth Partners
Virginia
$5.57K
CTWM
138
Cherry Tree Wealth Management
Minnesota
$3.78K
IF
139
Integrity Financial
Wyoming
$3.78K
IRC
140
Investors Research Corp
Georgia
$3.58K
Russell Investments Group
141
Russell Investments Group
United Kingdom
$2.79K
AG
142
AmeriFlex Group
Nevada
$2.48K
CPBTD
143
Central Pacific Bank - Trust Division
Hawaii
$2.39K
HNB
144
Huntington National Bank
Ohio
$1.54K
CWM
145
Copia Wealth Management
Oregon
$1.24K
AC
146
AlphaCore Capital
California
$995
FHA
147
Flagship Harbor Advisors
Massachusetts
FTUS
148
Flow Traders U.S.
New York
Stifel Financial
149
Stifel Financial
Missouri
CCAL
150
City Center Advisors LLC
Michigan