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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

110 hedge funds and large institutions have $240M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
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 Holding Trade Value Shares
Change 		Shares
Change %
RA
26
Rodgers & Associates
Pennsylvania
$2.64M +$699K +11,388 +36%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.49M +$2.49M +40,516 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.49M +$120K +1,948 +5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.18M +$41.3K +672 +2%
EWA
30
EP Wealth Advisors
California
$2.08M -$83.8K -1,365 -4%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$1.82M -$249K -4,060 -12%
IWM
32
IHT Wealth Management
Illinois
$1.69M +$35.5K +579 +2%
KBFS
33
Kohmann Bosshard Financial Services
Ohio
$1.2M – – –
DADC
34
D.A. Davidson & Co
Montana
$1.19M +$43.4K +707 +4%
LI
35
LRI Investments
Florida
$1.1M – – –
Comerica Bank
36
Comerica Bank
Texas
$1.09M +$28.3K +461 +3%
ACA
37
Aptus Capital Advisors
Alabama
$1.06M +$1.06M +17,329 New
Mariner
38
Mariner
Kansas
$1.06M +$328K +5,344 +45%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$873K -$21K -343 -2%
LWANC
40
Laurel Wealth Advisors (North Carolina)
North Carolina
$840K +$826K +50,728 +6,039%
PIA
41
Panoramic Investment Advisors
Colorado
$821K -$23K -374 -3%
AHL
42
Abel Hall LLC
Louisiana
$654K +$396K +6,444 +153%
BDF
43
Black Diamond Financial
Maryland
$649K -$323K -5,269 -33%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$630K +$384 +6 +0.1%
PSF
45
Pacific Sun Financial
California
$626K – – –
JSA
46
Jim Saulnier & Associates
Colorado
$619K -$32.4K -527 -5%
CMP
47
Courage Miller Partners
Virginia
$608K -$20K -325 -3%
MFG
48
Merit Financial Group
Georgia
$594K +$31K +505 +6%
MCCA
49
Mill Creek Capital Advisors
Pennsylvania
$577K -$2.03K -33 -0.3%
KFI
50
Key Financial Inc
Pennsylvania
$572K +$45.1K +735 +9%
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