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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

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

6% more funds holding

Funds holding: 8186 (+5)

3% more capital invested

Capital invested by funds: $104M → $107M (+$3.4M)

0.79% more ownership

Funds ownership: 41.4%42.2% (+0.79%)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSA
26
Jim Saulnier & Associates
Colorado
$660K +$4.38K +68 +0.7%
LWPC
27
Legacy Wealth Partners (Colorado)
Colorado
$560K +$555K +8,618 New
UCFA
28
United Capital Financial Advisors
Texas
$540K +$535K +8,312 New
LFAS
29
Level Four Advisory Services
Texas
$537K -$30.3K -471 -5%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$520K
Fidelity Investments
31
Fidelity Investments
Massachusetts
$495K +$12.4K +192 +3%
PWM
32
Perigon Wealth Management
California
$493K +$579 +9 +0.1%
PAG
33
Private Advisor Group
New Jersey
$452K -$1.93K -30 -0.4%
Mariner
34
Mariner
Kansas
$423K +$1.93K +30 +0.5%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$403K -$123K -1,910 -24%
OFG
36
Opulen Financial Group
Virginia
$402K -$34.6K -538 -8%
PCM
37
Parsons Capital Management
Rhode Island
$402K -$19.3K -300 -5%
NIWA
38
New Insight Wealth Advisors
California
$376K -$53.2K -826 -12%
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 -$1.16K -18 -0.3%
FA
42
Flagstar Advisors
New York
$371K +$3.48K +54 +1%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$358K -$314K -4,873 -47%
CKAIS
44
Christensen King & Associates Investment Services
Washington
$310K -$59.1K -919 -16%
PFA
45
Pathway Financial Advisors
Vermont
$294K
ACA
46
Aptus Capital Advisors
Alabama
$266K +$1.03K +16 +0.4%
GWANC
47
Guardian Wealth Advisors (North Carolina)
North Carolina
$261K +$1.03K +16 +0.4%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$259K +$71.4K +1,109 +38%
Creative Planning
49
Creative Planning
Kansas
$255K
EH
50
Equitable Holdings
New York
$250K +$3.6K +56 +1%