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iShares Morningstar Small-Cap Value ETF
ISCV

119 hedge funds and large institutions have $298M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $239M → $298M (+$58.6M)

9% more funds holding

Funds holding: 109 → 119 (+10)

3.91% more ownership

Funds ownership: 50.83% → 54.74% (+3.9%)

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
28
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$31.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.26M
3
UBS Group
UBS Group
Switzerland
+$3.21M
4
BDF
Black Diamond Financial
Maryland
+$2.27M
5
ACA
Aptus Capital Advisors
Alabama
+$2.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.65M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.49M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.76M
4
Raymond James Financial
Raymond James Financial
Florida
-$1.27M
5
LPL Financial
LPL Financial
California
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.91M +$13.2K +203 +0.5%
Goldman Sachs
27
Goldman Sachs
New York
$2.89M – – –
PCG
28
Prosperity Consulting Group
Maryland
$2.66M -$275K -4,234 -10%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.32M -$47.6K -733 -2%
IWM
30
IHT Wealth Management
Illinois
$1.94M +$101K +1,555 +6%
PIA
31
Perennial Investment Advisors
California
$1.82M +$1.77M +27,242 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.54M -$422K -6,495 -22%
DADC
33
D.A. Davidson & Co
Montana
$1.37M +$84.1K +1,295 +7%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.21M -$1.76M -27,170 -60%
LI
35
LRI Investments
Florida
$1.2M – – –
Comerica Bank
36
Comerica Bank
Texas
$1.14M -$39.8K -613 -3%
Mariner
37
Mariner
Kansas
$1.14M -$17.9K -276 -2%
EH
38
Equitable Holdings
New York
$1.07M +$1.04M +16,036 New
PIA
39
Panoramic Investment Advisors
Colorado
$896K +$4.03K +62 +0.5%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$853K -$92.7K -1,427 -10%
MOS
41
MGO One Seven
Ohio
$826K +$805K +12,399 New
SIA
42
SGL Investment Advisors
Montana
$779K +$765K +11,773 New
AHL
43
Abel Hall LLC
Louisiana
$712K +$1.95K +30 +0.3%
KFI
44
Key Financial Inc
Pennsylvania
$690K +$64K +985 +11%
PSF
45
Pacific Sun Financial
California
$668K -$11.7K -180 -2%
JSA
46
Jim Saulnier & Associates
Colorado
$650K -$21.2K -327 -3%
MCCA
47
Mill Creek Capital Advisors
Pennsylvania
$626K – – –
MFG
48
Merit Financial Group
Georgia
$621K -$22.9K -353 -4%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$613K -$43.4K -668 -7%
CMP
50
Courage Miller Partners
Virginia
$578K -$79K -1,217 -12%
1
2
3 4 5

ISCV Hedge Fund Activity: Q3 2025 in Review

119 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q3 2025, worth a combined $298M — up 25% from $239M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ISCV positions and 8 closed out — a net gain of 12 holders — while 28 added to existing stakes and 41 trimmed.

The largest buyer was Exchange Traded Concepts, adding an estimated $31.8M. The largest seller was Morgan Stanley, cutting an estimated $2.65M.

  • 119 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q3 2025, up from 109 in Q2 2025.
  • Funds reported $298M of iShares Morningstar Small-Cap Value ETF stock for Q3 2025, up 25% quarter-over-quarter.
  • 20 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q3 2025 and 8 closed out, a net change of +12 holders.
  • The largest iShares Morningstar Small-Cap Value ETF buyer in Q3 2025 was Exchange Traded Concepts, an estimated $31.8M added.
  • The largest iShares Morningstar Small-Cap Value ETF seller in Q3 2025 was Morgan Stanley, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2025.