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iShares Morningstar Small-Cap Value ETF
ISCV

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: 3 → 4 (+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: 135 → 127 (-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
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.67M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.61M
3
ETC
Exchange Traded Concepts
Oklahoma
+$2.7M
4
Bank of America
Bank of America
North Carolina
+$2.11M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.01M
2
BDF
Black Diamond Financial
Maryland
-$1.9M
3
Morgan Stanley
Morgan Stanley
New York
-$1.19M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.03M
5
VCS
Vaughan & Co Securities
New Jersey
-$540K
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%
1
2 3 4 5

ISCV Hedge Fund Activity: Q1 2026 in Review

127 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q1 2026, worth a combined $343M — up 4.4% from $329M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ISCV and 11 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 47 added.

The largest buyer was Royal Bank of Canada, adding an estimated $5.67M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.01M sold.

  • 127 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q1 2026, down from 135 in Q4 2025.
  • Funds reported $343M of iShares Morningstar Small-Cap Value ETF stock for Q1 2026, up 4.4% quarter-over-quarter.
  • 11 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q1 2026 and 13 closed out, a net change of -2 holders.
  • The largest iShares Morningstar Small-Cap Value ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $5.67M added.
  • The largest iShares Morningstar Small-Cap Value ETF seller in Q1 2026 was Goldman Sachs, an estimated $3.01M sold.

Based on aggregated 13F filings for Q1 2026.