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iShares Morningstar Small-Cap Value ETF

126 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, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
Ameriprise
26
Ameriprise
Minnesota
$2.67M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.54M
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$2.41M
PCG
29
Prosperity Consulting Group
Maryland
$2.41M
IWM
30
IHT Wealth Management
Illinois
$2.34M
EWA
31
EP Wealth Advisors
California
$2.34M
TCRG
32
Twin Cities Retirement Group
Minnesota
$2.02M
PIA
33
Perennial Investment Advisors
California
$1.94M
DADC
34
D.A. Davidson & Co
Montana
$1.55M
EH
35
Equitable Holdings
New York
$1.42M
BDF
36
Black Diamond Financial
Maryland
$1.36M
LI
37
LRI Investments
Florida
$1.25M
SIA
38
SGL Investment Advisors
Montana
$1.19M
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$1.17M
Mariner
40
Mariner
Kansas
$1.09M
MOS
41
MGO One Seven
Ohio
$1.08M
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$972K
PIA
43
Panoramic Investment Advisors
Colorado
$943K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$911K
IAA
45
Independent Advisor Alliance
North Carolina
$882K
KFI
46
Key Financial Inc
Pennsylvania
$767K
JSA
47
Jim Saulnier & Associates
Colorado
$699K
AHL
48
Abel Hall LLC
Louisiana
$682K
HAG
49
HighPoint Advisor Group
Illinois
$669K
MFG
50
Merit Financial Group
Georgia
$654K