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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
MCCA
51
Mill Creek Capital Advisors
Pennsylvania
$653K
PSF
52
Pacific Sun Financial
California
$648K -$17.2K -240 -3%
Jane Street
53
Jane Street
New York
$610K +$628K +8,778 New
KFG
54
Kelly Financial Group
Connecticut
$597K +$68.8K +962 +13%
CMP
55
Courage Miller Partners
Virginia
$540K -$4K -56 -0.7%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$528K +$82.8K +1,158 +18%
GWM
57
Geneos Wealth Management
Colorado
$504K
QCM
58
Quantinno Capital Management
New York
$483K
HighTower Advisors
59
HighTower Advisors
Illinois
$476K +$29K +405 +6%
MWP
60
Madison Wealth Partners
Wisconsin
$463K +$57.2K +800 +14%
NWA
61
Northwest Wealth Advisors
Washington
$458K +$1.43K +20 +0.3%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$455K -$271K -3,784 -37%
RF
63
rebel Financial
Ohio
$453K -$19.5K -273 -4%
EFS
64
Essex Financial Services
Connecticut
$406K
ADL
65
Asset Dedication LLC
California
$405K +$1.57K +22 +0.4%
SM
66
Sensible Money
Arizona
$398K +$1.57K +22 +0.4%
TRCT
67
Tower Research Capital (TRC)
New York
$389K +$400K +5,591 New
GS
68
GWN Securities
Florida
$385K +$13.2K +184 +3%
JAWA
69
John A. Wolfe & Associates
Michigan
$356K +$1K +14 +0.3%
TW
70
Towerpoint Wealth
California
$348K -$62.5K -874 -15%
Creative Planning
71
Creative Planning
Kansas
$345K +$71 +1 +0%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$341K +$87.4K +1,222 +33%
FFA
73
Farther Finance Advisors
California
$341K +$246K +3,446 +239%
ATC
74
Argent Trust Co
Tennessee
$340K
Osaic Holdings
75
Osaic Holdings
Arizona
$340K +$72.2K +1,010 +26%