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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
DJSG
101
D.J. St. Germain
Massachusetts
$20.8K
AWM
102
AE Wealth Management
Kansas
$19.6K
SPIA
103
Steward Partners Investment Advisory
New York
$13.2K
SSB
104
Sandy Spring Bank
Maryland
$12.1K
SWM
105
Spire Wealth Management
Virginia
$11.9K
MWM
106
MGB Wealth Management
Texas
$10.4K
EAM
107
Eukles Asset Management
Ohio
$6.94K
OW
108
Olistico Wealth
Oklahoma
$6.46K
AssetMark Inc
109
AssetMark Inc
California
$5.16K
Russell Investments Group
110
Russell Investments Group
United Kingdom
$4.91K
AAP
111
Arax Advisory Partners
Colorado
$4.65K
PFBT
112
Parkside Financial Bank & Trust
Missouri
$4.27K
GWSG
113
GPS Wealth Strategies Group
Colorado
$3.21K
William Blair & Company
114
William Blair & Company
Illinois
$2.96K
OMC
115
Old Mission Capital
Illinois
RCG
116
Ruane, Cunniff & Goldfarb
New York
AWM
117
Axxcess Wealth Management
California
PIA
118
Perennial Investment Advisors
California
MML Investors Services
119
MML Investors Services
Massachusetts
Corient Private Wealth
120
Corient Private Wealth
Florida
CFGS
121
Concourse Financial Group Securities
Alabama
BlackRock
122
BlackRock
New York
NECFA
123
New England Capital Financial Advisors
Connecticut
EBA
124
Eagle Bay Advisors
New York
RIA
125
Realta Investment Advisors
Delaware