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iShares Morningstar Small-Cap Value ETF

110 hedge funds and large institutions have $240M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
RA
26
Rodgers & Associates
Pennsylvania
$2.64M
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.49M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.49M
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.18M
EWA
30
EP Wealth Advisors
California
$2.08M
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$1.82M
IWM
32
IHT Wealth Management
Illinois
$1.69M
KBFS
33
Kohmann Bosshard Financial Services
Ohio
$1.2M
DADC
34
D.A. Davidson & Co
Montana
$1.19M
LI
35
LRI Investments
Florida
$1.1M
Comerica Bank
36
Comerica Bank
Texas
$1.09M
ACA
37
Aptus Capital Advisors
Alabama
$1.06M
Mariner
38
Mariner
Kansas
$1.06M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$873K
LWANC
40
Laurel Wealth Advisors (North Carolina)
North Carolina
$840K
PIA
41
Panoramic Investment Advisors
Colorado
$821K
AHL
42
Abel Hall LLC
Louisiana
$654K
BDF
43
Black Diamond Financial
Maryland
$649K
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$630K
PSF
45
Pacific Sun Financial
California
$626K
JSA
46
Jim Saulnier & Associates
Colorado
$619K
CMP
47
Courage Miller Partners
Virginia
$608K
MFG
48
Merit Financial Group
Georgia
$594K
MCCA
49
Mill Creek Capital Advisors
Pennsylvania
$577K
KFI
50
Key Financial Inc
Pennsylvania
$572K