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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

114 hedge funds and large institutions have $190M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
42
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$14M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$1.47M
3
LPL Financial
3
LPL Financial
California
$8.92M
4
Wells Fargo
4
Wells Fargo
California
$6.46M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.38M

Top Sellers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$151K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$23M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Bank of America
5
Bank of America
North Carolina
$8.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$374K 6,298 +2,607 +71%
MA
52
MONECO Advisors
Connecticut
$362K 6,109 -490 -7%
EFS
53
Essex Financial Services
Connecticut
$356K 6,004 – –
Osaic Holdings
54
Osaic Holdings
Arizona
$350K 5,890 -4,556 -44%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$347K 5,868 +967 +20%
TCA
56
Transcend Capital Advisors
New Jersey
$340K 5,727 – –
ADL
57
Asset Dedication LLC
California
$339K 5,713 +5,611 +5,501%
TW
58
Towerpoint Wealth
California
$336K 5,669 +1 +0%
SM
59
Sensible Money
Arizona
$333K 5,611 +24 +0.4%
HighTower Advisors
60
HighTower Advisors
Illinois
$327K 5,514 +1 +0%
MWP
61
Madison Wealth Partners
Wisconsin
$304K 5,123 -491 -9%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$291K 4,904 +1,087 +28%
ATC
63
Argent Trust Co
Tennessee
$290K 4,889 – –
NS
64
NBC Securities
Alabama
$280K 4,725 +4,721 +118,025%
GS
65
GWN Securities
Florida
$265K 4,473 +4,473 New
AHL
66
Abel Hall LLC
Louisiana
$250K 4,208 +892 +27%
Citigroup
67
Citigroup
New York
$249K 4,200 -1,633 -28%
LSA
68
Lansing Street Advisors
Pennsylvania
$246K 4,155 +4,155 New
Creative Planning
69
Creative Planning
Kansas
$244K 4,113 +2 +0%
PWM
70
Perigon Wealth Management
California
$240K 4,051 +4,051 New
UIM
71
Unified Investment Management
Georgia
$240K 4,047 – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$234K 3,942 +247 +7%
GFP
73
Gryphon Financial Partners
Ohio
$224K 3,772 +3,772 New
RCM
74
RMR Capital Management
California
$219K 3,699 – –
SF
75
Summit Financial
New Jersey
$218K 3,672 +3,672 New
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3
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