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iShares Morningstar Small-Cap Value ETF

109 hedge funds and large institutions have $239M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 13 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:

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
109
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
51
$478K
52
$445K
53
$442K
54
$433K
55
$417K
56
$392K
57
$371K
58
$369K
59
$352K
60
$352K
61
$348K
62
$346K
63
$341K
64
$326K
65
$317K
66
$310K
67
$304K
68
$300K
69
$290K
70
$267K
71
$265K
72
$248K
73
$228K
74
$226K
75
$224K