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iShares Morningstar Small-Cap Value ETF

109 hedge funds and large institutions have $237M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
44
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$224K 3,642 -300 -8%
WIA
77
World Investment Advisors
California
$206K 3,356 +3,356 New
BC
78
Barrett & Company
Rhode Island
$201K 3,276
SAM
79
Smartleaf Asset Management
Massachusetts
$161K 2,621 +201 +8%
PS
80
Principal Securities
Iowa
$157K 2,565
HI
81
Harbour Investments
Wisconsin
$153K 2,500
CSB
82
City State Bank
Iowa
$135K 2,196
FFA
83
Farther Finance Advisors
California
$88.4K 1,440
SS
84
Sunbelt Securities
Texas
$68.2K 1,075
BIM
85
Brentview Investment Management
Illinois
$61.4K 1,000
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$53.4K 870 +351 +68%
CIAS
87
Capital Investment Advisory Services
North Carolina
$49.1K 800 -400 -33%
HIA
88
Harbor Investment Advisory
Maryland
$46.6K 759
CMA
89
Cedar Mountain Advisors
Oregon
$44.6K 727
WPA
90
Wealth Preservation Advisors
Tennessee
$29.5K 480
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$28.8K 450 +450 New
AIC
92
Archer Investment Corporation
Indiana
$28.7K 468
PTC
93
Private Trust Company
Ohio
$28.7K 467 -938 -67%
RA
94
Rise Advisors
New York
$25.3K 411 -246 -37%
MCM
95
MAI Capital Management
Ohio
$22.8K 372
DJSG
96
D.J. St. Germain
Massachusetts
$21.5K 351
AWM
97
AE Wealth Management
Kansas
$20.3K 330
SPIA
98
Steward Partners Investment Advisory
New York
$13.6K 222
AUB
99
Atlantic Union Bankshares
Virginia
$12.5K 204 +204 New
MWM
100
MGB Wealth Management
Texas
$10.7K 175