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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

114 hedge funds and large institutions have $190M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
42
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$14M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$1.47M
3
LPL Financial
3
LPL Financial
California
$8.92M
4
Wells Fargo
4
Wells Fargo
California
$6.46M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.38M

Top Sellers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$151K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$23M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Bank of America
5
Bank of America
North Carolina
$8.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2M 33,652 -4,914 -13%
RA
27
Rodgers & Associates
Pennsylvania
$1.88M 31,690 -1,001 -3%
IWM
28
IHT Wealth Management
Illinois
$1.6M 26,976 -83 -0.3%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.47M 24,800 +24,800 New
MGW
30
MB Generational Wealth
Washington
$1.39M 23,415 – –
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$1.16M 19,506 – –
DADC
32
D.A. Davidson & Co
Montana
$1.1M 18,611 +1,343 +8%
LI
33
LRI Investments
Florida
$1.07M 17,976 -225 -1%
Comerica Bank
34
Comerica Bank
Texas
$1.02M 17,279 – –
BDF
35
Black Diamond Financial
Maryland
$939K 15,843 +4,402 +38%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$864K 14,569 -222 -2%
PIA
37
Panoramic Investment Advisors
Colorado
$816K 13,754 +52 +0.4%
Mariner
38
Mariner
Kansas
$710K 11,978 +2 +0%
GWM
39
Geneos Wealth Management
Colorado
$647K 10,913 +7,255 +198%
JSA
40
Jim Saulnier & Associates
Colorado
$629K 10,602 +412 +4%
Citadel Advisors
41
Citadel Advisors
Florida
$617K 10,404 +10,404 New
CMP
42
Courage Miller Partners
Virginia
$607K 10,229 -135 -1%
PSF
43
Pacific Sun Financial
California
$605K 10,199 -300 -3%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$584K 9,848 +83 +0.8%
MCCA
45
Mill Creek Capital Advisors
Pennsylvania
$559K 9,432 – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$558K 9,406 +671 +8%
MFG
47
Merit Financial Group
Georgia
$544K 9,165 -2,287 -20%
KFI
48
Key Financial Inc
Pennsylvania
$509K 8,576 +90 +1%
SPC
49
Sigma Planning Corp
Michigan
$418K 7,051 +2,599 +58%
KFG
50
Kelly Financial Group
Connecticut
$394K 6,644 +6,644 New
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