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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 %
KFG
51
Kelly Financial Group
Connecticut
$478K 7,780 +1,136 +17%
GWM
52
Geneos Wealth Management
Colorado
$445K 7,255 -3,658 -34%
Citadel Advisors
53
Citadel Advisors
Florida
$442K 7,196 -3,208 -31%
SPC
54
Sigma Planning Corp
Michigan
$433K 7,051 – –
HighTower Advisors
55
HighTower Advisors
Illinois
$417K 6,793 +1,279 +23%
RF
56
rebel Financial
Ohio
$392K 6,379 +6,379 New
Jones Financial Companies
57
Jones Financial Companies
Missouri
$371K 6,021 +153 +3%
EFS
58
Essex Financial Services
Connecticut
$369K 6,004 – –
ADL
59
Asset Dedication LLC
California
$352K 5,741 +28 +0.5%
TCA
60
Transcend Capital Advisors
New Jersey
$352K 5,727 – –
TW
61
Towerpoint Wealth
California
$348K 5,667 -2 -0%
SM
62
Sensible Money
Arizona
$346K 5,639 +28 +0.5%
LSA
63
Lansing Street Advisors
Pennsylvania
$341K 5,561 +1,406 +34%
MWP
64
Madison Wealth Partners
Wisconsin
$326K 5,307 +184 +4%
MA
65
MONECO Advisors
Connecticut
$317K 5,160 -949 -16%
GS
66
GWN Securities
Florida
$310K 5,038 +565 +13%
Creative Planning
67
Creative Planning
Kansas
$304K 4,955 +842 +20%
ATC
68
Argent Trust Co
Tennessee
$300K 4,889 – –
NS
69
NBC Securities
Alabama
$290K 4,735 +10 +0.2%
PWM
70
Perigon Wealth Management
California
$267K 4,355 +304 +8%
Citigroup
71
Citigroup
New York
$265K 4,324 +124 +3%
UIM
72
Unified Investment Management
Georgia
$248K 4,047 – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$228K 3,708 -1,196 -24%
SF
74
Summit Financial
New Jersey
$226K 3,676 +4 +0.1%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$224K 3,642 -300 -8%
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3
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