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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

110 hedge funds and large institutions have $240M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
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 Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$514K +$142K +2,258 +38%
KFG
52
Kelly Financial Group
Connecticut
$478K +$69.7K +1,136 +17%
GWM
53
Geneos Wealth Management
Colorado
$445K -$225K -3,658 -34%
Citadel Advisors
54
Citadel Advisors
Florida
$442K -$197K -3,208 -31%
SPC
55
Sigma Planning Corp
Michigan
$433K – – –
HighTower Advisors
56
HighTower Advisors
Illinois
$417K +$78.5K +1,279 +23%
RF
57
rebel Financial
Ohio
$392K +$392K +6,379 New
Jones Financial Companies
58
Jones Financial Companies
Missouri
$371K +$9.42K +153 +3%
EFS
59
Essex Financial Services
Connecticut
$369K – – –
ADL
60
Asset Dedication LLC
California
$352K +$1.72K +28 +0.5%
TCA
61
Transcend Capital Advisors
New Jersey
$352K – – –
TW
62
Towerpoint Wealth
California
$348K -$123 -2 -0%
SM
63
Sensible Money
Arizona
$346K +$1.72K +28 +0.5%
LSA
64
Lansing Street Advisors
Pennsylvania
$341K +$86.3K +1,406 +34%
MWP
65
Madison Wealth Partners
Wisconsin
$326K +$11.3K +184 +4%
MA
66
MONECO Advisors
Connecticut
$317K -$58.3K -949 -16%
GS
67
GWN Securities
Florida
$310K +$34.7K +565 +13%
Creative Planning
68
Creative Planning
Kansas
$304K +$51.7K +842 +20%
ATC
69
Argent Trust Co
Tennessee
$300K – – –
NS
70
NBC Securities
Alabama
$290K +$612 +10 +0.2%
PWM
71
Perigon Wealth Management
California
$267K +$18.7K +304 +8%
Citigroup
72
Citigroup
New York
$265K +$7.61K +124 +3%
UIM
73
Unified Investment Management
Georgia
$248K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$228K -$73.4K -1,196 -24%
SF
75
Summit Financial
New Jersey
$226K +$246 +4 +0.1%
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3
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