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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 %
RA
26
Rodgers & Associates
Pennsylvania
$2.64M 43,078 +11,388 +36%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.49M 40,506 +1,948 +5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.18M 35,563 +672 +2%
EWA
29
EP Wealth Advisors
California
$2.08M 33,839 -1,365 -4%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.82M 29,604 -4,060 -12%
IWM
31
IHT Wealth Management
Illinois
$1.69M 27,555 +579 +2%
KBFS
32
Kohmann Bosshard Financial Services
Ohio
$1.2M 19,506 – –
DADC
33
D.A. Davidson & Co
Montana
$1.19M 19,318 +707 +4%
LI
34
LRI Investments
Florida
$1.1M 17,976 – –
Comerica Bank
35
Comerica Bank
Texas
$1.09M 17,740 +461 +3%
ACA
36
Aptus Capital Advisors
Alabama
$1.06M 17,329 +17,329 New
Mariner
37
Mariner
Kansas
$1.06M 17,322 +5,344 +45%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$873K 14,226 -343 -2%
LWANC
39
Laurel Wealth Advisors (North Carolina)
North Carolina
$840K 51,568 +50,728 +6,039%
PIA
40
Panoramic Investment Advisors
Colorado
$821K 13,380 -374 -3%
AHL
41
Abel Hall LLC
Louisiana
$654K 10,652 +6,444 +153%
BDF
42
Black Diamond Financial
Maryland
$649K 10,574 -5,269 -33%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$630K 9,854 +6 +0.1%
PSF
44
Pacific Sun Financial
California
$626K 10,199 – –
JSA
45
Jim Saulnier & Associates
Colorado
$619K 10,075 -527 -5%
CMP
46
Courage Miller Partners
Virginia
$608K 9,904 -325 -3%
MFG
47
Merit Financial Group
Georgia
$594K 9,670 +505 +6%
MCCA
48
Mill Creek Capital Advisors
Pennsylvania
$577K 9,399 -33 -0.3%
KFI
49
Key Financial Inc
Pennsylvania
$572K 9,311 +735 +9%
Osaic Holdings
50
Osaic Holdings
Arizona
$514K 8,148 +2,258 +38%
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