iShares Morningstar Small-Cap Value ETF
ISCV
112 hedge funds and large institutions have $187M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
9% more capital invested
Capital invested by funds: $172M → $187M (+$15M)
6% more funds holding
Funds holding: 106 → 112 (+6)
0.34% more ownership
Funds ownership: 42.97% → 43.31% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
35% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.11M |
| 2 |
JP Morgan Chase
New York
|
+$1.36M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.15M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.01M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.77M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.3M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$1.16M |
| 4 |
Morgan Stanley
New York
|
-$1.09M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$647K |
ISCV Hedge Fund Activity: Q3 2024 in Review
112 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q3 2024, worth a combined $187M — up 8.7% from $172M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ISCV positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 40 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $2.11M. The largest seller was Citadel Advisors, cutting an estimated $2.77M.
- 112 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q3 2024, up from 106 in Q2 2024.
- Funds reported $187M of iShares Morningstar Small-Cap Value ETF stock for Q3 2024, up 8.7% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q3 2024 and 3 closed out, a net change of +6 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q3 2024 was EP Wealth Advisors, an estimated $2.11M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.77M sold.
Based on aggregated 13F filings for Q3 2024.