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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
BCWM
51
Bartlett & Co Wealth Management
Ohio
$253K
EH
52
Equitable Holdings
New York
$251K +$338 +5 +0.1%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$237K +$246K +3,645 New
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$233K +$22.1K +327 +10%
KAS
55
Kestra Advisory Services
Texas
$231K +$84.6K +1,252 +55%
MFG
56
Merit Financial Group
Georgia
$230K +$135 +2 +0.1%
CPSAC
57
Chas P. Smith & Associates (CPS)
Florida
$207K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$201K -$23K -340 -10%
NS
59
NBC Securities
Alabama
$151K
JAWA
60
John A. Wolfe & Associates
Michigan
$146K +$151K +2,240 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$140K +$32.4K +480 +29%
PTC
62
Private Trust Company
Ohio
$139K +$144K +2,135 New
Citigroup
63
Citigroup
New York
$136K -$1.35K -20 -0.9%
KFI
64
Key Financial Inc
Pennsylvania
$118K +$20.5K +303 +20%
WA
65
WPG Advisers
Maryland
$105K
TWM
66
TopTier Wealth Management
Wisconsin
$104K +$108K +1,600 New
FFA
67
Farther Finance Advisors
California
$102K
GWM
68
Geneos Wealth Management
Colorado
$89.7K +$6.76K +100 +8%
EWA
69
EverSource Wealth Advisors
Alabama
$74.7K +$38.8K +574 +100%
ATS
70
Ashton Thomas Securities
New York
$58.6K +$60.8K +900 New
AssetMark Inc
71
AssetMark Inc
California
$58.1K -$17.3K -256 -22%
MPCG
72
Matrix Private Capital Group
New York
$51.6K
SFAM
73
Sawyer Falduto Asset Management
Illinois
$40.9K
NA
74
NewEdge Advisors
Louisiana
$36.5K
GWSA
75
Global Wealth Strategies & Associates
Colorado
$32.5K