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iShares Morningstar Small-Cap ETF

82 hedge funds and large institutions have $95.6M invested in iShares Morningstar Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
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
EH
51
Equitable Holdings
New York
$221K
BCWM
52
Bartlett & Co Wealth Management
Ohio
$210K
SFP
53
Strategic Financial Planning
Texas
$209K
SDWMA
54
Schneider Downs Wealth Management Advisors
Pennsylvania
$208K
MFG
55
Merit Financial Group
Georgia
$205K
Franklin Resources
56
Franklin Resources
California
$146K
Citigroup
57
Citigroup
New York
$145K
NS
58
NBC Securities
Alabama
$126K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$98K
Jones Financial Companies
60
Jones Financial Companies
Missouri
$94.7K
WA
61
WPG Advisers
Maryland
$94.2K
FFA
62
Farther Finance Advisors
California
$90.4K
TCA
63
Trifecta Capital Advisors
Illinois
$74.4K
Comerica Bank
64
Comerica Bank
Texas
$72.3K
PS
65
Principal Securities
Iowa
$71.1K
MPCG
66
Matrix Private Capital Group
New York
$46.2K
KFI
67
Key Financial Inc
Pennsylvania
$45K
GWSA
68
Global Wealth Strategies & Associates
Colorado
$35K
EWA
69
EverSource Wealth Advisors
Alabama
$33.5K
NA
70
NewEdge Advisors
Louisiana
$32.5K
TFGT
71
TS Financial Group (TSFG)
Illinois
$24K
OP
72
ORG Partners
Indiana
$21.2K
CIA
73
Cape Investment Advisory
Georgia
$17.5K
GRP
74
Global Retirement Partners
California
$16.7K
CTA
75
Colonial Trust Advisors
South Carolina
$14.4K