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iShares Morningstar Small-Cap ETF

81 hedge funds and large institutions have $104M invested in iShares Morningstar Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
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
SDWMA
51
Schneider Downs Wealth Management Advisors
Pennsylvania
$227K
MFG
52
Merit Financial Group
Georgia
$224K
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$217K
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$205K
Jones Financial Companies
55
Jones Financial Companies
Missouri
$183K
Citigroup
56
Citigroup
New York
$166K
NS
57
NBC Securities
Alabama
$138K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$106K
WA
59
WPG Advisers
Maryland
$103K
FFA
60
Farther Finance Advisors
California
$98.4K
PS
61
Principal Securities
Iowa
$78.2K
AssetMark Inc
62
AssetMark Inc
California
$77K
KFI
63
Key Financial Inc
Pennsylvania
$73.6K
Comerica Bank
64
Comerica Bank
Texas
$70.2K
ATS
65
Ashton Thomas Securities
New York
$69.8K
MPCG
66
Matrix Private Capital Group
New York
$50.2K
GWSA
67
Global Wealth Strategies & Associates
Colorado
$38.1K
EWA
68
EverSource Wealth Advisors
Alabama
$36.4K
NA
69
NewEdge Advisors
Louisiana
$35.5K
TFGT
70
TS Financial Group (TSFG)
Illinois
$27K
OP
71
ORG Partners
Indiana
$22.8K
GRP
72
Global Retirement Partners
California
$18.2K
CTA
73
Colonial Trust Advisors
South Carolina
$15.7K
AIC
74
Archer Investment Corporation
Indiana
$13.2K
GWM
75
Geneos Wealth Management
Colorado
$12K