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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
ETC
1
Exchange Traded Concepts
Oklahoma
$65.8M +$2.7M +37,750 +4%
Morgan Stanley
2
Morgan Stanley
New York
$20.8M -$1.19M -16,696 -5%
VCS
3
Vaughan & Co Securities
New Jersey
$20.4M -$540K -7,557 -3%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$20M +$201K +2,814 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.3M +$5.67M +79,297 +51%
LPL Financial
6
LPL Financial
California
$15.8M -$308K -4,304 -2%
Bank of America
7
Bank of America
North Carolina
$14M +$2.11M +29,497 +17%
SCM
8
Steele Capital Management
Iowa
$13M +$30.3K +424 +0.2%
MTC
9
Matrix Trust Company
Colorado
$13M +$30.3K +424 +0.2%
Wells Fargo
10
Wells Fargo
California
$10.3M +$556K +7,774 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.3M +$5.61M +78,497 +142%
UBS Group
12
UBS Group
Switzerland
$9.21M -$140K -1,961 -1%
GC
13
Granville Capital
North Carolina
$8.29M +$638K +8,929 +8%
Raymond James Financial
14
Raymond James Financial
Florida
$7.76M -$166K -2,326 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.13M +$240K +3,352 +3%
MGW
16
MB Generational Wealth
Washington
$6.12M
ASN
17
Advisory Services Network
Georgia
$4.06M +$110K +1,540 +3%
ACA
18
Aptus Capital Advisors
Alabama
$3.98M +$109K +1,527 +3%
IAG
19
Ipsen Advisor Group
Arkansas
$3.88M -$12.2K -171 -0.3%
CPIG
20
Chicago Partners Investment Group
Illinois
$3.73M +$3.22K +45 +0.1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.55M -$289K -4,036 -7%
KAS
22
Kestra Advisory Services
Texas
$3.21M +$132K +1,846 +4%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.18M +$80.1K +1,120 +2%
VCM
24
Viewpoint Capital Management
Washington
$3.16M
RA
25
Rodgers & Associates
Pennsylvania
$2.91M -$157K -2,193 -5%