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iShares Morningstar Small-Cap Value ETF

114 hedge funds and large institutions have $190M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$10.5M
2 +$1.47M
3 +$1.02M
4
Wells Fargo
Wells Fargo
California
+$1.02M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$844K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2M
RA
27
Rodgers & Associates
Pennsylvania
$1.88M
IWM
28
IHT Wealth Management
Illinois
$1.6M
Two Sigma Investments
29
Two Sigma Investments
New York
$1.47M
MGW
30
MB Generational Wealth
Washington
$1.39M
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$1.16M
DADC
32
D.A. Davidson & Co
Montana
$1.1M
LI
33
LRI Investments
Florida
$1.07M
Comerica Bank
34
Comerica Bank
Texas
$1.02M
BDF
35
Black Diamond Financial
Maryland
$939K
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$864K
PIA
37
Panoramic Investment Advisors
Colorado
$816K
Mariner
38
Mariner
Kansas
$710K
GWM
39
Geneos Wealth Management
Colorado
$647K
JSA
40
Jim Saulnier & Associates
Colorado
$629K
Citadel Advisors
41
Citadel Advisors
Florida
$617K
CMP
42
Courage Miller Partners
Virginia
$607K
PSF
43
Pacific Sun Financial
California
$605K
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$584K
MCCA
45
Mill Creek Capital Advisors
Pennsylvania
$559K
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$558K
MFG
47
Merit Financial Group
Georgia
$544K
KFI
48
Key Financial Inc
Pennsylvania
$509K
SPC
49
Sigma Planning Corp
Michigan
$418K
KFG
50
Kelly Financial Group
Connecticut
$394K