ISCV icon

iShares Morningstar Small-Cap Value ETF

109 hedge funds and large institutions have $239M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
109
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$2.64M
27
$2.49M
28
$2.49M
29
$2.18M
30
$2.08M
31
$1.82M
32
$1.69M
33
$1.2M
34
$1.19M
35
$1.1M
36
$1.09M
37
$1.06M
38
$1.06M
39
$873K
40
$821K
41
$654K
42
$649K
43
$630K
44
$626K
45
$619K
46
$608K
47
$594K
48
$577K
49
$572K
50
$563K