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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 10 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
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
BCWM
51
Bartlett & Co Wealth Management
Ohio
$253K
EH
52
Equitable Holdings
New York
$251K
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$237K
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$233K
KAS
55
Kestra Advisory Services
Texas
$231K
MFG
56
Merit Financial Group
Georgia
$230K
CPSAC
57
Chas P. Smith & Associates (CPS)
Florida
$207K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$201K
NS
59
NBC Securities
Alabama
$151K
JAWA
60
John A. Wolfe & Associates
Michigan
$146K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$140K
PTC
62
Private Trust Company
Ohio
$139K
Citigroup
63
Citigroup
New York
$136K
KFI
64
Key Financial Inc
Pennsylvania
$118K
WA
65
WPG Advisers
Maryland
$105K
TWM
66
TopTier Wealth Management
Wisconsin
$104K
FFA
67
Farther Finance Advisors
California
$102K
GWM
68
Geneos Wealth Management
Colorado
$89.7K
EWA
69
EverSource Wealth Advisors
Alabama
$74.7K
ATS
70
Ashton Thomas Securities
New York
$58.6K
AssetMark Inc
71
AssetMark Inc
California
$58.1K
MPCG
72
Matrix Private Capital Group
New York
$51.6K
SFAM
73
Sawyer Falduto Asset Management
Illinois
$40.9K
GWSA
74
Global Wealth Strategies & Associates
Colorado
$32.5K
TFGT
75
TS Financial Group (TSFG)
Illinois
$27K