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iShares Morningstar Small-Cap ETF

86 hedge funds and large institutions have $105M invested in iShares Morningstar Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 6 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
Osaic Holdings
26
Osaic Holdings
Arizona
$616K
PWM
27
Perigon Wealth Management
California
$606K
RIA
28
Richwood Investment Advisors
Ohio
$596K
LWPC
29
Legacy Wealth Partners (Colorado)
Colorado
$561K
UCFA
30
United Capital Financial Advisors
Texas
$546K
LFAS
31
Level Four Advisory Services
Texas
$537K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$521K
Fidelity Investments
33
Fidelity Investments
Massachusetts
$503K
Jones Financial Companies
34
Jones Financial Companies
Missouri
$457K
PAG
35
Private Advisor Group
New Jersey
$453K
Mariner
36
Mariner
Kansas
$435K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$422K
OFG
38
Opulen Financial Group
Virginia
$403K
PCM
39
Parsons Capital Management
Rhode Island
$402K
BPA
40
Beacon Pointe Advisors
California
$397K
Lido Advisors
41
Lido Advisors
California
$387K
PVAMC
42
PPS&V Asset Management Consultants
Michigan
$375K
NIWA
43
New Insight Wealth Advisors
California
$361K
SPIA
44
Steward Partners Investment Advisory
New York
$353K
CKAIS
45
Christensen King & Associates Investment Services
Washington
$311K
PFA
46
Pathway Financial Advisors
Vermont
$286K
FA
47
Flagstar Advisors
New York
$283K
ACA
48
Aptus Capital Advisors
Alabama
$267K
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K
Creative Planning
50
Creative Planning
Kansas
$255K