iShares Morningstar Small-Cap Value ETF (ISCV)

• Market cap: $527M
• 1 day: -1.06%
• 5 days: -1%
• 1 month: 5.33%
• 3 months: 10.39%
• 6 months: 13.87%
• Year to date: 6.42%
• 1 year: 10.94%
• 5 years: 80.12%
• 10 years: 74.14%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

26% more capital invested

Capital invested by funds: $190M [Q1] → $240M (+$49.8M) [Q2]

5.68% more ownership

Funds ownership: 45.81% [Q1] → 51.5% (+5.68%) [Q2]

4% less funds holding

Funds holding: 114 [Q1] → 110 (-4) [Q2]

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]