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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 9 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

0.16% more ownership

Funds ownership: 42.2%42.35% (+0.16%)

0% more funds holding

Funds holding: 8686 (0)

2% less capital invested

Capital invested by funds: $107M → $105M (-$1.7M)

Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
33
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$616K -$218K -3,225 -25%
PWM
27
Perigon Wealth Management
California
$606K +$117K +1,728 +23%
RIA
28
Richwood Investment Advisors
Ohio
$596K -$28.4K -420 -4%
LWPC
29
Legacy Wealth Partners (Colorado)
Colorado
$561K +$541 +8 +0.1%
UCFA
30
United Capital Financial Advisors
Texas
$546K +$5.41K +80 +1%
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 +$8.18K +121 +2%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$457K +$215K +3,182 +80%
PAG
35
Private Advisor Group
New Jersey
$453K +$68 +1 +0%
Mariner
36
Mariner
Kansas
$435K +$12K +177 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$422K +$18.7K +277 +4%
OFG
38
Opulen Financial Group
Virginia
$403K +$1.15K +17 +0.3%
PCM
39
Parsons Capital Management
Rhode Island
$402K
BPA
40
Beacon Pointe Advisors
California
$397K +$412K +6,099 New
Lido Advisors
41
Lido Advisors
California
$387K +$3.04K +45 +0.8%
PVAMC
42
PPS&V Asset Management Consultants
Michigan
$375K
NIWA
43
New Insight Wealth Advisors
California
$361K -$16.2K -240 -4%
SPIA
44
Steward Partners Investment Advisory
New York
$353K -$21.3K -315 -5%
CKAIS
45
Christensen King & Associates Investment Services
Washington
$311K +$135 +2 +0%
PFA
46
Pathway Financial Advisors
Vermont
$286K
FA
47
Flagstar Advisors
New York
$283K -$92.6K -1,370 -24%
ACA
48
Aptus Capital Advisors
Alabama
$267K +$676 +10 +0.2%
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K +$676 +10 +0.2%
Creative Planning
50
Creative Planning
Kansas
$255K