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iShares Morningstar Small-Cap Growth ETF

156 hedge funds and large institutions have $494M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
TPCW
126
TD Private Client Wealth
New York
$119K
TF
127
Tompkins Financial
New York
$108K
LWANC
128
Laurel Wealth Advisors (North Carolina)
North Carolina
$78.2K
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$71.6K
AIC
130
Archer Investment Corporation
Indiana
$70.4K
GMA
131
Glassy Mountain Advisors
Maryland
$69.9K
PWA
132
Physician Wealth Advisors
Utah
$59K
William Blair & Company
133
William Blair & Company
Illinois
$58.9K
AAP
134
Arax Advisory Partners
Colorado
$51.6K
AssetMark Inc
135
AssetMark Inc
California
$48.3K
HI
136
Harbour Investments
Wisconsin
$39.6K
IA
137
IFP Advisors
Florida
$31.6K
CA
138
CoreCap Advisors
Michigan
$27.7K
MEG
139
Millstone Evans Group
Colorado
$24.5K
GWM
140
Geneos Wealth Management
Colorado
$24.1K
MCM
141
Manchester Capital Management
Vermont
$21.6K
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$20K
MA
143
MCF Advisors
Kentucky
$19K
SAG
144
SageView Advisory Group
California
$15.3K
NS
145
NBC Securities
Alabama
$14.3K
NSIM
146
North Star Investment Management
Illinois
$13K
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$10.3K
GG
148
Gleason Group
Kentucky
$7.09K
WA
149
WPG Advisers
Maryland
$6.24K
CWP
150
Concord Wealth Partners
Virginia
$6.21K