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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