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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
Ameriprise
26
Ameriprise
Minnesota
$2.67M -$482K -6,740 -15%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.54M +$129K +1,810 +5%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$2.41M -$110K -1,534 -4%
PCG
29
Prosperity Consulting Group
Maryland
$2.41M -$183K -2,561 -7%
IWM
30
IHT Wealth Management
Illinois
$2.34M -$10.2K -142 -0.4%
EWA
31
EP Wealth Advisors
California
$2.34M – – –
TCRG
32
Twin Cities Retirement Group
Minnesota
$2.02M -$48.4K -677 -2%
PIA
33
Perennial Investment Advisors
California
$1.94M -$16.9K -237 -0.8%
DADC
34
D.A. Davidson & Co
Montana
$1.55M +$57.4K +803 +4%
EH
35
Equitable Holdings
New York
$1.42M +$60.3K +844 +4%
BDF
36
Black Diamond Financial
Maryland
$1.36M -$1.9M -26,608 -58%
LI
37
LRI Investments
Florida
$1.25M – – –
SIA
38
SGL Investment Advisors
Montana
$1.19M +$153K +2,137 +15%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$1.17M +$1.2M +16,836 New
Mariner
40
Mariner
Kansas
$1.09M -$101K -1,418 -8%
MOS
41
MGO One Seven
Ohio
$1.08M +$106K +1,480 +11%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$972K -$14.9K -209 -1%
PIA
43
Panoramic Investment Advisors
Colorado
$943K +$3.36K +47 +0.3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$911K +$22.4K +313 +2%
IAA
45
Independent Advisor Alliance
North Carolina
$882K +$908K +12,695 New
KFI
46
Key Financial Inc
Pennsylvania
$767K +$20.2K +282 +3%
JSA
47
Jim Saulnier & Associates
Colorado
$699K -$858 -12 -0.1%
AHL
48
Abel Hall LLC
Louisiana
$682K -$6.22K -87 -0.9%
HAG
49
HighPoint Advisor Group
Illinois
$669K -$55.3K -773 -7%
MFG
50
Merit Financial Group
Georgia
$654K +$2.57K +36 +0.4%
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.