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iShares Morningstar Small-Cap Growth ETF

160 hedge funds and large institutions have $523M invested in iShares Morningstar Small-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $494M → $523M (+$28.7M)

3% more funds holding

Funds holding: 156160 (+4)

0.55% more ownership

Funds ownership: 61.22%61.77% (+0.55%)

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
70
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$9.54K +$10K +174 New
WA
152
WPG Advisers
Maryland
$6.17K +$58 +1 +0.9%
CTWM
153
Cherry Tree Wealth Management
Minnesota
$4.17K
IF
154
Integrity Financial
Wyoming
$4.17K
Russell Investments Group
155
Russell Investments Group
United Kingdom
$2.79K
CPBTD
156
Central Pacific Bank - Trust Division
Hawaii
$2.63K
GM
157
GeoWealth Management
Illinois
$2.52K +$2.65K +46 New
CWM
158
Copia Wealth Management
Oregon
$1.37K
CPL
159
Capital & Planning LLC
Georgia
$1.1K +$1.15K +20 New
CA
160
CoreCap Advisors
Michigan
$767 -$27.9K -485 -97%
HNB
161
Huntington National Bank
Ohio
$55
Goldman Sachs
162
Goldman Sachs
New York
-$1.96M -35,400 Closed
JWM
163
Jacksonville Wealth Management
Florida
-$834K -15,031 Closed
Corient Private Wealth
164
Corient Private Wealth
Florida
-$683K -12,317 Closed
CG
165
Caprock Group
Idaho
-$301K -5,433 Closed
TW
166
Towerpoint Wealth
California
-$256K -4,624 Closed
TA
167
TFB Advisors
Kansas
-$253K -4,554 Closed
BWA
168
BlueChip Wealth Advisors
Georgia
-$228K -4,312 Closed
SF
169
Summit Financial
New Jersey
-$204K -3,671 Closed
CIA
170
Cape Investment Advisory
Georgia
-$162K -2,926 Closed
GAFA
171
Garton & Associates Financial Advisors
Kentucky
-$142K -2,568 Closed
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
-$78.2K -1,410 Closed
GG
173
Gleason Group
Kentucky
-$7.09K -128 Closed
CWP
174
Concord Wealth Partners
Virginia
-$6.21K -112 Closed
FHA
175
Flagship Harbor Advisors
Massachusetts
-$4.16K -75 Closed