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iShares Morningstar Small-Cap ETF

81 hedge funds and large institutions have $104M invested in iShares Morningstar Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
JSA
26
Jim Saulnier & Associates
Colorado
$640K
RIA
27
Richwood Investment Advisors
Ohio
$635K
LFAS
28
Level Four Advisory Services
Texas
$554K
AF
29
Apexium Financial
Texas
$527K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$514K
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$507K
PWM
32
Perigon Wealth Management
California
$481K
Fidelity Investments
33
Fidelity Investments
Massachusetts
$470K
PAG
34
Private Advisor Group
New Jersey
$443K
OFG
35
Opulen Financial Group
Virginia
$426K
NIWA
36
New Insight Wealth Advisors
California
$419K
PCM
37
Parsons Capital Management
Rhode Island
$411K
Mariner
38
Mariner
Kansas
$411K
Lido Advisors
39
Lido Advisors
California
$374K
SPIA
40
Steward Partners Investment Advisory
New York
$365K
PVAMC
41
PPS&V Asset Management Consultants
Michigan
$365K
CKAIS
42
Christensen King & Associates Investment Services
Washington
$361K
FA
43
Flagstar Advisors
New York
$359K
PFA
44
Pathway Financial Advisors
Vermont
$276K
ACA
45
Aptus Capital Advisors
Alabama
$258K
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$254K
Creative Planning
47
Creative Planning
Kansas
$249K
EH
48
Equitable Holdings
New York
$241K
BCWM
49
Bartlett & Co Wealth Management
Ohio
$228K
SFP
50
Strategic Financial Planning
Texas
$227K