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iShares Morningstar Small-Cap ETF

83 hedge funds and large institutions have $96M invested in iShares Morningstar Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
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
Citadel Advisors
26
Citadel Advisors
Florida
$626K
KPWG
27
KFA Private Wealth Group
Virginia
$622K
JSA
28
Jim Saulnier & Associates
Colorado
$605K
RIA
29
Richwood Investment Advisors
Ohio
$584K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$511K
LFAS
31
Level Four Advisory Services
Texas
$509K
AF
32
Apexium Financial
Texas
$484K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$466K
PWM
34
Perigon Wealth Management
California
$441K
OFG
35
Opulen Financial Group
Virginia
$438K
PAG
36
Private Advisor Group
New Jersey
$437K
Fidelity Investments
37
Fidelity Investments
Massachusetts
$424K
NIWA
38
New Insight Wealth Advisors
California
$414K
PCM
39
Parsons Capital Management
Rhode Island
$378K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$369K
Mariner
41
Mariner
Kansas
$363K
PVAMC
42
PPS&V Asset Management Consultants
Michigan
$335K
CKAIS
43
Christensen King & Associates Investment Services
Washington
$331K
FA
44
Flagstar Advisors
New York
$330K
SPIA
45
Steward Partners Investment Advisory
New York
$318K
PFA
46
Pathway Financial Advisors
Vermont
$254K
ACA
47
Aptus Capital Advisors
Alabama
$237K
GWANC
48
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K
Creative Planning
49
Creative Planning
Kansas
$229K
BPA
50
Beacon Pointe Advisors
California
$225K