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iShares Morningstar Small-Cap Growth ETF

158 hedge funds and large institutions have $517M invested in iShares Morningstar Small-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
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

Top Sellers

1 -$12.4M
2 -$2.88M
3 -$2.51M
4
Goldman Sachs
Goldman Sachs
New York
-$1.96M
5
BDF
Black Diamond Financial
Maryland
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
126
Western Wealth Management
Colorado
$76.2K
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$70.7K
AIC
128
Archer Investment Corporation
Indiana
$69.6K
GMA
129
Glassy Mountain Advisors
Maryland
$69.2K
PWA
130
Physician Wealth Advisors
Utah
$58.3K
William Blair & Company
131
William Blair & Company
Illinois
$58.2K
AAP
132
Arax Advisory Partners
Colorado
$53.8K
MWA
133
Merkkuri Wealth Advisors
New York
$49.2K
AssetMark Inc
134
AssetMark Inc
California
$47.5K
MG
135
Mather Group
Illinois
$46.7K
TPWA
136
Twin Peaks Wealth Advisors
California
$34.1K
WCM
137
Westend Capital Management
California
$31.7K
IA
138
IFP Advisors
Florida
$31.2K
GWM
139
Geneos Wealth Management
Colorado
$27.1K
WETS
140
Wealth Enhancement Trust Services
South Dakota
$25.7K
MCM
141
Manchester Capital Management
Vermont
$21.4K
MA
142
MCF Advisors
Kentucky
$18.8K
NSIM
143
North Star Investment Management
Illinois
$16.6K
MEG
144
Millstone Evans Group
Colorado
$16K
PF
145
PlanVest Financial
Maryland
$13.7K
NS
146
NBC Securities
Alabama
$12.4K
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$10.2K
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$9.54K
PA
149
Parallel Advisors
California
$9.54K
WA
150
WPG Advisers
Maryland
$6.17K