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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
BIM
101
Brentview Investment Management
Illinois
$69.5K
CIAS
102
Capital Investment Advisory Services
North Carolina
$69.5K +$14.3K +200 +25%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$60.5K
US Bancorp
104
US Bancorp
Minnesota
$55.6K
CMA
105
Cedar Mountain Advisors
Oregon
$50.5K
DSC
106
Daytona Street Capital
Missouri
$49.1K +$50K +700 New
Bessemer Group
107
Bessemer Group
New Jersey
$48K +$49K +686 New
SS
108
Sunbelt Securities
Texas
$44.6K
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$35K -$3.58K -50 -9%
AIC
110
Archer Investment Corporation
Indiana
$32.5K
PTC
111
Private Trust Company
Ohio
$32.5K
MG
112
Mather Group
Illinois
$30K +$30.9K +432 New
MCM
113
MAI Capital Management
Ohio
$25.9K
DJSG
114
D.J. St. Germain
Massachusetts
$24.4K
AWM
115
AE Wealth Management
Kansas
$22.9K
SPIA
116
Steward Partners Investment Advisory
New York
$15.4K
AUB
117
Atlantic Union Bankshares
Virginia
$14.2K
EAM
118
Eukles Asset Management
Ohio
$8.13K
Russell Investments Group
119
Russell Investments Group
United Kingdom
$5.88K +$71 +1 +1%
AssetMark Inc
120
AssetMark Inc
California
$5.84K -$12.4K -173 -67%
AAP
121
Arax Advisory Partners
Colorado
$5.57K
OW
122
Olistico Wealth
Oklahoma
$5.21K
PFBT
123
Parkside Financial Bank & Trust
Missouri
$5.03K
William Blair & Company
124
William Blair & Company
Illinois
$5K +$2.65K +37 +106%
FFO
125
Fortitude Family Office
Arizona
$4.24K -$4.79K -67 -52%