We are live on ! Find out more
ISCV icon

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
LSA
76
Lansing Street Advisors
Pennsylvania
$339K +$715 +10 +0.2%
TCA
77
Transcend Capital Advisors
New Jersey
$323K -$77.1K -1,078 -19%
MA
78
MONECO Advisors
Connecticut
$313K -$24.7K -346 -7%
Citigroup
79
Citigroup
New York
$313K -$407K -5,689 -56%
NS
80
NBC Securities
Alabama
$313K -$2.57K -36 -0.8%
HI
81
Harbour Investments
Wisconsin
$309K -$28.6K -400 -8%
UIM
82
Unified Investment Management
Georgia
$281K
UBS AM
83
UBS AM
Illinois
$271K +$279K +3,896 New
KBFS
84
Kohmann Bosshard Financial Services
Ohio
$256K
NA
85
NewEdge Advisors
Louisiana
$253K -$4.29K -60 -2%
IFG
86
Independent Financial Group
California
$253K +$26.9K +376 +12%
RCM
87
RMR Capital Management
California
$252K
ATS
88
Ashton Thomas Securities
New York
$247K +$254K +3,550 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$243K -$1.72K -24 -0.7%
VT
90
Vise Technologies
New York
$231K
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$229K +$159K +2,225 +207%
BC
92
Barrett & Company
Rhode Island
$219K -$8.72K -122 -4%
Stifel Financial
93
Stifel Financial
Missouri
$211K +$5.43K +76 +3%
WWM
94
Western Wealth Management
Colorado
$205K -$53.6K -750 -20%
ES
95
Eagle Strategies
New York
$205K +$211K +2,953 New
SAM
96
Smartleaf Asset Management
Massachusetts
$204K +$12.2K +170 +6%
WA
97
Waverly Advisors
Alabama
$203K +$209K +2,925 New
GWS
98
Greykasell Wealth Strategies
California
$177K +$715 +10 +0.4%
CSB
99
City State Bank
Iowa
$153K
BW
100
Basepoint Wealth
Iowa
$123K +$143 +2 +0.1%