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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
Morgan Stanley
1
Morgan Stanley
New York
$23.5M -$660K -10,257 -3%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$17.6M +$296K +4,598 +2%
LPL Financial
3
LPL Financial
California
$11.6M +$555K +8,631 +5%
Wells Fargo
4
Wells Fargo
California
$4.64M +$16.2K +251 +0.4%
Bank of America
5
Bank of America
North Carolina
$4.3M -$57.1K -888 -1%
Goldman Sachs
6
Goldman Sachs
New York
$2.84M
GA
7
Goldstein Advisors
Wisconsin
$2.48M -$80K -1,243 -3%
GIA
8
Gladstone Institutional Advisory
Florida
$2.38M -$59.5K -925 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.24M -$76.4K -1,188 -3%
Citadel Advisors
10
Citadel Advisors
Florida
$2.21M +$157K +2,446 +8%
Raymond James Financial
11
Raymond James Financial
Florida
$2.16M +$2.9K +45 +0.1%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.89M +$901 +14 +0%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.7M -$5.15K -80 -0.3%
CL
14
Choreo LLC
Illinois
$1.63M +$7.4K +115 +0.5%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.6M +$26.8K +416 +2%
BAMG
16
Brand Asset Management Group
Missouri
$1.49M -$90.2K -1,402 -6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.45M +$300K +4,669 +26%
Ameriprise
18
Ameriprise
Minnesota
$1.41M -$57.7K -897 -4%
UBS Group
19
UBS Group
Switzerland
$1.41M -$54.9K -853 -4%
NFG
20
Nations Financial Group
Iowa
$1.31M -$36.3K -564 -3%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.13M +$63.6K +989 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$825K +$16.5K +257 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$713K -$161K -2,496 -19%
KPWG
24
KFA Private Wealth Group
Virginia
$694K
RIA
25
Richwood Investment Advisors
Ohio
$668K -$28.3K -440 -4%