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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
WIA
76
World Investment Advisors
California
$206K
BC
77
Barrett & Company
Rhode Island
$201K
SAM
78
Smartleaf Asset Management
Massachusetts
$161K
PS
79
Principal Securities
Iowa
$157K
HI
80
Harbour Investments
Wisconsin
$153K
CSB
81
City State Bank
Iowa
$135K
FFA
82
Farther Finance Advisors
California
$88.4K
SS
83
Sunbelt Securities
Texas
$68.2K
BIM
84
Brentview Investment Management
Illinois
$61.4K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$53.4K
CIAS
86
Capital Investment Advisory Services
North Carolina
$49.1K
HIA
87
Harbor Investment Advisory
Maryland
$46.6K
CMA
88
Cedar Mountain Advisors
Oregon
$44.6K
WPA
89
Wealth Preservation Advisors
Tennessee
$29.5K
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$28.8K
AIC
91
Archer Investment Corporation
Indiana
$28.7K
PTC
92
Private Trust Company
Ohio
$28.7K
RA
93
Rise Advisors
New York
$25.3K
MCM
94
MAI Capital Management
Ohio
$22.8K
DJSG
95
D.J. St. Germain
Massachusetts
$21.5K
AWM
96
AE Wealth Management
Kansas
$20.3K
SPIA
97
Steward Partners Investment Advisory
New York
$13.6K
AUB
98
Atlantic Union Bankshares
Virginia
$12.5K
MWM
99
MGB Wealth Management
Texas
$10.7K
AAS
100
Ameritas Advisory Services
Nebraska
$8.35K