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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
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$52.4M -$1.04M -18,121 -2%
JP Morgan Chase
2
JP Morgan Chase
New York
$44.9M -$188K -3,261 -0.4%
LPL Financial
3
LPL Financial
California
$34.7M -$2.51M -43,613 -6%
Osaic Holdings
4
Osaic Holdings
Arizona
$31.1M -$2.88M -50,023 -8%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$29.7M +$1.25M +21,783 +4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$22.6M +$496K +8,629 +2%
GFA
7
Gallagher Fiduciary Advisors
Illinois
$17.8M +$1.06M +18,434 +6%
AI
8
Atria Investments
North Carolina
$17.8M +$1.09M +18,953 +6%
Bank of America
9
Bank of America
North Carolina
$14.8M +$642K +11,159 +4%
SL
10
Systelligence LLC
Minnesota
$14.3M +$15M +260,499 New
Morgan Stanley
11
Morgan Stanley
New York
$14.3M +$2.52M +43,886 +20%
FIA
12
Foundations Investment Advisors
Arizona
$14.2M +$14.9M +259,715 New
Ameriprise
13
Ameriprise
Minnesota
$13.8M +$5.97M +103,698 +70%
MTC
14
Matrix Trust Company
Colorado
$9.78M +$16.7K +290 +0.2%
SCM
15
Steele Capital Management
Iowa
$9.78M +$16.7K +290 +0.2%
BDF
16
Black Diamond Financial
Maryland
$9.65M -$1.94M -33,722 -16%
UBS Group
17
UBS Group
Switzerland
$9.14M -$96K -1,669 -1%
Wells Fargo
18
Wells Fargo
California
$9.06M +$291K +5,063 +3%
Raymond James Financial
19
Raymond James Financial
Florida
$8.54M -$649K -11,274 -7%
Mariner
20
Mariner
Kansas
$7.7M +$811K +14,096 +11%
OWM
21
Opes Wealth Management
California
$7.05M +$22.8K +396 +0.3%
IAG
22
Ipsen Advisor Group
Arkansas
$6.33M +$108K +1,874 +2%
MAG
23
MRA Advisory Group
New Jersey
$6.01M +$6.31M +109,752 New
MCWS
24
McKinley Carter Wealth Services
West Virginia
$5.78M -$66.6K -1,158 -1%
NAMNJ
25
NorthStar Asset Management (New Jersey)
New Jersey
$5.72M +$251K +4,360 +4%