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iShares Morningstar Small-Cap Value ETF

114 hedge funds and large institutions have $190M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$10.5M
2 +$1.47M
3 +$1.02M
4
Wells Fargo
Wells Fargo
California
+$1.02M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$844K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$205K
BCP
77
Blackhawk Capital Partners
Wisconsin
$205K
SFG
78
Sage Financial Group
Pennsylvania
$204K
BC
79
Barrett & Company
Rhode Island
$194K
PS
80
Principal Securities
Iowa
$163K
CJH
81
Christopher J. Hasenberg
Wisconsin
$151K
HI
82
Harbour Investments
Wisconsin
$148K
SAM
83
Smartleaf Asset Management
Massachusetts
$143K
CSB
84
City State Bank
Iowa
$130K
GFPC
85
Global Financial Private Client
Florida
$107K
FFA
86
Farther Finance Advisors
California
$85.6K
PTC
87
Private Trust Company
Ohio
$83.3K
CIAS
88
Capital Investment Advisory Services
North Carolina
$71.2K
SS
89
Sunbelt Securities
Texas
$63.7K
BIM
90
Brentview Investment Management
Illinois
$59.3K
LWANC
91
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.8K
MG
92
Mather Group
Illinois
$49K
SCA
93
Stuart Chaussee & Associates
California
$47.4K
HIA
94
Harbor Investment Advisory
Maryland
$45K
CMA
95
Cedar Mountain Advisors
Oregon
$43.1K
RA
96
Rise Advisors
New York
$38.9K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$30.8K
WPA
98
Wealth Preservation Advisors
Tennessee
$28.5K
AIC
99
Archer Investment Corporation
Indiana
$27.8K
MCM
100
MAI Capital Management
Ohio
$22.1K