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iShares Morningstar Small-Cap Value ETF

126 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, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
CIAS
101
Capital Investment Advisory Services
North Carolina
$69.5K
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$60.5K
US Bancorp
103
US Bancorp
Minnesota
$55.6K
CMA
104
Cedar Mountain Advisors
Oregon
$50.5K
DSC
105
Daytona Street Capital
Missouri
$49.1K
Bessemer Group
106
Bessemer Group
New Jersey
$48K
SS
107
Sunbelt Securities
Texas
$44.6K
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$35K
AIC
109
Archer Investment Corporation
Indiana
$32.5K
PTC
110
Private Trust Company
Ohio
$32.5K
MG
111
Mather Group
Illinois
$30K
MCM
112
MAI Capital Management
Ohio
$25.9K
DJSG
113
D.J. St. Germain
Massachusetts
$24.4K
AWM
114
AE Wealth Management
Kansas
$22.9K
SPIA
115
Steward Partners Investment Advisory
New York
$15.4K
AUB
116
Atlantic Union Bankshares
Virginia
$14.2K
EAM
117
Eukles Asset Management
Ohio
$8.13K
Russell Investments Group
118
Russell Investments Group
United Kingdom
$5.88K
AssetMark Inc
119
AssetMark Inc
California
$5.84K
AAP
120
Arax Advisory Partners
Colorado
$5.57K
OW
121
Olistico Wealth
Oklahoma
$5.21K
PFBT
122
Parkside Financial Bank & Trust
Missouri
$5.03K
William Blair & Company
123
William Blair & Company
Illinois
$5K
FFO
124
Fortitude Family Office
Arizona
$4.24K
CJ
125
Caitlin John
Michigan
$4.1K