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iShares Morningstar Small-Cap Value ETF

119 hedge funds and large institutions have $298M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.91% more ownership

Funds ownership: 50.83%54.74% (+3.9%)

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

Holders
119
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
Name Holding Trade Value Shares
Change
Change in
Stake
1
$53.8M
2
$27.5M
3
$20.8M
4
$19.4M
5
$12.3M
6
$12.3M
7
$11.3M
8
$10.4M
9
$10.3M
10
$9M
11
$8.96M
12
$7.3M
13
$6.5M
14
$6.26M
15
$3.96M
16
$3.75M
17
$3.71M
18
$3.47M
19
$3.44M
20
$3.4M
21
$3.38M
22
$3.04M
23
$3.02M
24
$2.99M
25
$2.93M