ISCV icon

iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

109 hedge funds and large institutions have $237M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
44
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$19.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$24.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.72M
5
ASN
5
Advisory Services Network
Georgia
$2.87M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Raymond James Financial
3
Raymond James Financial
Florida
$7.93M
4
UBS Group
4
UBS Group
Switzerland
$5.22M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$24.3M 395,792 +159,775 +68%
Morgan Stanley
2
Morgan Stanley
New York
$21.7M 352,812 -34,918 -9%
ETC
3
Exchange Traded Concepts
Oklahoma
$19.5M 317,150 +317,150 New
VCS
4
Vaughan & Co Securities
New Jersey
$17.3M 281,895 +16,207 +6%
SCM
5
Steele Capital Management
Iowa
$11.6M 189,512 +3,186 +2%
MTC
6
Matrix Trust Company
Colorado
$11.6M 189,512 +3,186 +2%
LPL Financial
7
LPL Financial
California
$11.5M 187,790 +37,351 +25%
Bank of America
8
Bank of America
North Carolina
$10M 162,873 +13,955 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.72M 158,315 +47,901 +43%
Wells Fargo
10
Wells Fargo
California
$8.01M 130,493 +21,635 +20%
Raymond James Financial
11
Raymond James Financial
Florida
$7.93M 129,154 -15,178 -11%
UBS Group
12
UBS Group
Switzerland
$5.22M 84,958 -10,303 -11%
AAS
13
Avantax Advisory Services
Texas
$3.94M 64,197 -249 -0.4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$3.81M 62,117 +5,139 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.7M 60,270 +50,864 +541%
IAG
16
Ipsen Advisor Group
Arkansas
$3.44M 56,034 +1,503 +3%
CPIG
17
Chicago Partners Investment Group
Illinois
$3.25M 49,893 -7 -0%
Ameriprise
18
Ameriprise
Minnesota
$3.23M 50,332 +16,680 +50%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.9M 47,268 +591 +1%
ASN
20
Advisory Services Network
Georgia
$2.87M 45,910 +45,910 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.79M 45,399 -553 -1%
VCM
22
Viewpoint Capital Management
Washington
$2.78M 45,274 -123 -0.3%
PCG
23
Prosperity Consulting Group
Maryland
$2.71M 44,190 -2,510 -5%
KAS
24
Kestra Advisory Services
Texas
$2.67M 43,430 +458 +1%
Goldman Sachs
25
Goldman Sachs
New York
$2.67M 43,420 – –
1
2 3 4 5