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iShares Morningstar Small-Cap Growth ETF

147 hedge funds and large institutions have $397M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
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
MCM
126
Manchester Capital Management
Vermont
$19.4K
SWM
127
Spire Wealth Management
Virginia
$19.1K
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$18K
MA
129
MCF Advisors
Kentucky
$17.1K
NS
130
NBC Securities
Alabama
$16K
AAS
131
Ameritas Advisory Services
Nebraska
$14.6K
NSIM
132
North Star Investment Management
Illinois
$11.6K
LWA
133
Lowe Wealth Advisors
Maryland
$10.4K
MWM
134
MGB Wealth Management
Texas
$9.97K
LFA
135
Legend Financial Advisors
Pennsylvania
$6.72K
GG
136
Gleason Group
Kentucky
$6.34K
WA
137
WPG Advisers
Maryland
$5.57K
CWP
138
Concord Wealth Partners
Virginia
$5.57K
IF
139
Integrity Financial
Wyoming
$3.78K
CTWM
140
Cherry Tree Wealth Management
Minnesota
$3.78K
IRC
141
Investors Research Corp
Georgia
$3.58K
Russell Investments Group
142
Russell Investments Group
United Kingdom
$2.79K
AG
143
AmeriFlex Group
Nevada
$2.48K
CPBTD
144
Central Pacific Bank - Trust Division
Hawaii
$2.39K
HNB
145
Huntington National Bank
Ohio
$1.54K
CWM
146
Copia Wealth Management
Oregon
$1.24K
AC
147
AlphaCore Capital
California
$995
FHA
148
Flagship Harbor Advisors
Massachusetts
FTUS
149
Flow Traders U.S.
New York
Stifel Financial
150
Stifel Financial
Missouri