ISCB icon

iShares Morningstar Small-Cap ETF

86 hedge funds and large institutions have $107M invested in iShares Morningstar Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
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
$660K
LWPC
27
Legacy Wealth Partners (Colorado)
Colorado
$560K
UCFA
28
United Capital Financial Advisors
Texas
$540K
LFAS
29
Level Four Advisory Services
Texas
$537K
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$520K
Fidelity Investments
31
Fidelity Investments
Massachusetts
$495K
PWM
32
Perigon Wealth Management
California
$493K
PAG
33
Private Advisor Group
New Jersey
$452K
Mariner
34
Mariner
Kansas
$423K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$403K
OFG
36
Opulen Financial Group
Virginia
$402K
PCM
37
Parsons Capital Management
Rhode Island
$402K
NIWA
38
New Insight Wealth Advisors
California
$376K
PVAMC
39
PPS&V Asset Management Consultants
Michigan
$374K
Lido Advisors
40
Lido Advisors
California
$374K
SPIA
41
Steward Partners Investment Advisory
New York
$373K
FA
42
Flagstar Advisors
New York
$371K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$358K
CKAIS
44
Christensen King & Associates Investment Services
Washington
$310K
PFA
45
Pathway Financial Advisors
Vermont
$294K
ACA
46
Aptus Capital Advisors
Alabama
$266K
GWANC
47
Guardian Wealth Advisors (North Carolina)
North Carolina
$261K
Jones Financial Companies
48
Jones Financial Companies
Missouri
$259K
Creative Planning
49
Creative Planning
Kansas
$255K
EH
50
Equitable Holdings
New York
$250K