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iShares Morningstar Small-Cap Value ETF

127 hedge funds and large institutions have $343M invested in iShares Morningstar Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

4% more capital invested

Capital invested by funds: $329M → $343M (+$14.5M)

0.31% more ownership

Funds ownership: 56.73%57.03% (+0.31%)

6% less funds holding

Funds holding: 135127 (-8)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
127
Holders Change
-8
Holders Change %
-5.93%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
11
Increased
47
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.67M -$482K -6,740 -15%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.54M +$129K +1,810 +5%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$2.41M -$110K -1,534 -4%
PCG
29
Prosperity Consulting Group
Maryland
$2.41M -$183K -2,561 -7%
IWM
30
IHT Wealth Management
Illinois
$2.34M -$10.2K -142 -0.4%
EWA
31
EP Wealth Advisors
California
$2.34M
TCRG
32
Twin Cities Retirement Group
Minnesota
$2.02M -$48.4K -677 -2%
PIA
33
Perennial Investment Advisors
California
$1.94M -$16.9K -237 -0.8%
DADC
34
D.A. Davidson & Co
Montana
$1.55M +$57.4K +803 +4%
EH
35
Equitable Holdings
New York
$1.42M +$60.3K +844 +4%
BDF
36
Black Diamond Financial
Maryland
$1.36M -$1.9M -26,608 -58%
LI
37
LRI Investments
Florida
$1.25M
SIA
38
SGL Investment Advisors
Montana
$1.19M +$153K +2,137 +15%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$1.17M +$1.2M +16,836 New
Mariner
40
Mariner
Kansas
$1.09M -$101K -1,418 -8%
MOS
41
MGO One Seven
Ohio
$1.08M +$106K +1,480 +11%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$972K -$14.9K -209 -1%
PIA
43
Panoramic Investment Advisors
Colorado
$943K +$3.36K +47 +0.3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$911K +$22.4K +313 +2%
IAA
45
Independent Advisor Alliance
North Carolina
$882K +$908K +12,695 New
KFI
46
Key Financial Inc
Pennsylvania
$767K +$20.2K +282 +3%
JSA
47
Jim Saulnier & Associates
Colorado
$699K -$858 -12 -0.1%
AHL
48
Abel Hall LLC
Louisiana
$682K -$6.22K -87 -0.9%
HAG
49
HighPoint Advisor Group
Illinois
$669K -$55.3K -773 -7%
MFG
50
Merit Financial Group
Georgia
$654K +$2.57K +36 +0.4%