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iShares Morningstar Small-Cap ETF

80 hedge funds and large institutions have $80.9M invested in iShares Morningstar Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
30
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
51
Aptus Capital Advisors
Alabama
$219K +$542 +10 +0.2%
GWANC
52
Guardian Wealth Advisors (North Carolina)
North Carolina
$216K +$542 +10 +0.3%
Creative Planning
53
Creative Planning
Kansas
$209K +$7.59K +140 +4%
BPA
54
Beacon Pointe Advisors
California
$209K
EH
55
Equitable Holdings
New York
$205K +$205K +3,782 New
BCWM
56
Bartlett & Co Wealth Management
Ohio
$195K
Franklin Resources
57
Franklin Resources
California
$135K
NS
58
NBC Securities
Alabama
$117K +$117K +2,167 +108,350%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$96.8K
WA
60
WPG Advisers
Maryland
$87.5K +$87.5K +1,616 New
FFA
61
Farther Finance Advisors
California
$84.4K
PS
62
Principal Securities
Iowa
$70.2K
TCA
63
Trifecta Capital Advisors
Illinois
$69.1K
Comerica Bank
64
Comerica Bank
Texas
$50.3K +$11.7K +216 +30%
MPCG
65
Matrix Private Capital Group
New York
$42.9K
NP
66
NorthRock Partners
Minnesota
$41.6K
KFI
67
Key Financial Inc
Pennsylvania
$38.8K +$8.94K +165 +30%
GWSA
68
Global Wealth Strategies & Associates
Colorado
$32.5K +$32.5K +600 New
EWA
69
EverSource Wealth Advisors
Alabama
$31.1K
NA
70
NewEdge Advisors
Louisiana
$30.2K +$9.05K +167 +43%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$24K -$18.8K -346 -44%
TFGT
72
TS Financial Group (TSFG)
Illinois
$23K
SIM
73
Synergy Investment Management
Florida
$21.7K
OP
74
ORG Partners
Indiana
$19.6K
CIA
75
Cape Investment Advisory
Georgia
$16.3K