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iShares Morningstar Small-Cap ETF

86 hedge funds and large institutions have $107M invested in iShares Morningstar Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

6% more funds holding

Funds holding: 8186 (+5)

3% more capital invested

Capital invested by funds: $104M → $107M (+$3.4M)

0.79% more ownership

Funds ownership: 41.4%42.2% (+0.79%)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$246K +$173K +2,685 +243%
BCWM
52
Bartlett & Co Wealth Management
Ohio
$234K
SFP
53
Strategic Financial Planning
Texas
$233K
MFG
54
Merit Financial Group
Georgia
$229K +$257 +4 +0.1%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$223K
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$217K +$64 +1 +0%
FA
57
Fountainhead AM
New Jersey
$210K +$148K +2,302 New
CPSAC
58
Chas P. Smith & Associates (CPS)
Florida
$207K +$205K +3,184 New
NS
59
NBC Securities
Alabama
$151K +$10K +156 +7%
KAS
60
Kestra Advisory Services
Texas
$149K +$148K +2,296 New
LGWM
61
Litman Gregory Wealth Management
California
$146K +$144K +2,239 New
Citigroup
62
Citigroup
New York
$138K -$32.6K -506 -19%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$109K
WA
64
WPG Advisers
Maryland
$105K
FFA
65
Farther Finance Advisors
California
$101K
KFI
66
Key Financial Inc
Pennsylvania
$97.8K +$22.5K +350 +30%
GWM
67
Geneos Wealth Management
Colorado
$83.1K +$70.1K +1,089 +576%
AssetMark Inc
68
AssetMark Inc
California
$74.6K -$4.25K -66 -5%
MPCG
69
Matrix Private Capital Group
New York
$51.5K
SFAM
70
Sawyer Falduto Asset Management
Illinois
$40.9K +$40.5K +629 New
EWA
71
EverSource Wealth Advisors
Alabama
$37.3K
NA
72
NewEdge Advisors
Louisiana
$36.4K +$64 +1 +0.2%
GWSA
73
Global Wealth Strategies & Associates
Colorado
$32.5K -$6.5K -101 -17%
TFGT
74
TS Financial Group (TSFG)
Illinois
$27K
OP
75
ORG Partners
Indiana
$23.4K