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iShares Morningstar Small-Cap Growth ETF

152 hedge funds and large institutions have $487M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
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
AIC
126
Archer Investment Corporation
Indiana
$70.4K
GMA
127
Glassy Mountain Advisors
Maryland
$69.9K
PWA
128
Physician Wealth Advisors
Utah
$59K
William Blair & Company
129
William Blair & Company
Illinois
$58.9K
AAP
130
Arax Advisory Partners
Colorado
$51.6K
AssetMark Inc
131
AssetMark Inc
California
$48.3K
HI
132
Harbour Investments
Wisconsin
$39.6K
IA
133
IFP Advisors
Florida
$31.6K
CA
134
CoreCap Advisors
Michigan
$27.7K
MEG
135
Millstone Evans Group
Colorado
$24.5K
GWM
136
Geneos Wealth Management
Colorado
$24.1K
MCM
137
Manchester Capital Management
Vermont
$21.6K
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$20K
MA
139
MCF Advisors
Kentucky
$19K
SAG
140
SageView Advisory Group
California
$15.3K
NS
141
NBC Securities
Alabama
$14.3K
NSIM
142
North Star Investment Management
Illinois
$13K
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$10.3K
GG
144
Gleason Group
Kentucky
$7.09K
WA
145
WPG Advisers
Maryland
$6.24K
CWP
146
Concord Wealth Partners
Virginia
$6.21K
IF
147
Integrity Financial
Wyoming
$4.21K
CTWM
148
Cherry Tree Wealth Management
Minnesota
$4.21K
FHA
149
Flagship Harbor Advisors
Massachusetts
$4.16K
Russell Investments Group
150
Russell Investments Group
United Kingdom
$2.83K