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iShares Morningstar Small-Cap Growth ETF

148 hedge funds and large institutions have $442M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
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

Top Sellers

1 -$6.8M
2 -$4.63M
3 -$1.72M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.2M
5
Morgan Stanley
Morgan Stanley
New York
-$983K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$47.3K
MG
127
Mather Group
Illinois
$46.3K
IA
128
IFP Advisors
Florida
$30.9K
GWM
129
Geneos Wealth Management
Colorado
$25.2K
MCM
130
MAI Capital Management
Ohio
$24.4K
MEG
131
Millstone Evans Group
Colorado
$24K
MCM
132
Manchester Capital Management
Vermont
$21.2K
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$19.6K
MA
134
MCF Advisors
Kentucky
$18.6K
NS
135
NBC Securities
Alabama
$14K
NSIM
136
North Star Investment Management
Illinois
$12.7K
LWA
137
Lowe Wealth Advisors
Maryland
$11.4K
MWM
138
MGB Wealth Management
Texas
$10.9K
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$10.1K
CPG
140
Cornerstone Planning Group
New Jersey
$8.27K
GG
141
Gleason Group
Kentucky
$6.93K
WA
142
WPG Advisers
Maryland
$6.09K
CTWM
143
Cherry Tree Wealth Management
Minnesota
$4.13K
IF
144
Integrity Financial
Wyoming
$4.13K
IRC
145
Investors Research Corp
Georgia
$3.91K
Russell Investments Group
146
Russell Investments Group
United Kingdom
$3.04K
CPBTD
147
Central Pacific Bank - Trust Division
Hawaii
$2.61K
CWM
148
Copia Wealth Management
Oregon
$1.36K
LFG
149
Larson Financial Group
Missouri
$1.36K
HNB
150
Huntington National Bank
Ohio
$54