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iShares Morningstar Small-Cap Growth ETF

154 hedge funds and large institutions have $488M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
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
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
126
Laurel Wealth Advisors (North Carolina)
North Carolina
$78.2K
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$71.6K
AIC
128
Archer Investment Corporation
Indiana
$70.4K
GMA
129
Glassy Mountain Advisors
Maryland
$69.9K
PWA
130
Physician Wealth Advisors
Utah
$59K
William Blair & Company
131
William Blair & Company
Illinois
$58.9K
AAP
132
Arax Advisory Partners
Colorado
$51.6K
AssetMark Inc
133
AssetMark Inc
California
$48.3K
HI
134
Harbour Investments
Wisconsin
$39.6K
IA
135
IFP Advisors
Florida
$31.6K
CA
136
CoreCap Advisors
Michigan
$27.7K
MEG
137
Millstone Evans Group
Colorado
$24.5K
GWM
138
Geneos Wealth Management
Colorado
$24.1K
MCM
139
Manchester Capital Management
Vermont
$21.6K
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$20K
MA
141
MCF Advisors
Kentucky
$19K
SAG
142
SageView Advisory Group
California
$15.3K
NS
143
NBC Securities
Alabama
$14.3K
NSIM
144
North Star Investment Management
Illinois
$13K
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$10.3K
GG
146
Gleason Group
Kentucky
$7.09K
WA
147
WPG Advisers
Maryland
$6.24K
CWP
148
Concord Wealth Partners
Virginia
$6.21K
IF
149
Integrity Financial
Wyoming
$4.21K
CTWM
150
Cherry Tree Wealth Management
Minnesota
$4.21K