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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