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iShares Morningstar Small-Cap Value ETF
ISCV

127 hedge funds and large institutions have $343M invested in iShares Morningstar Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

4% more capital invested

Capital invested by funds: $329M → $343M (+$14.5M)

0.31% more ownership

Funds ownership: 56.73% → 57.03% (+0.31%)

6% less funds holding

Funds holding: 135 → 127 (-8)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
127
Holders Change
-8
Holders Change %
-5.93%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
11
Increased
47
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.67M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.61M
3
ETC
Exchange Traded Concepts
Oklahoma
+$2.7M
4
Bank of America
Bank of America
North Carolina
+$2.11M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.01M
2
BDF
Black Diamond Financial
Maryland
-$1.9M
3
Morgan Stanley
Morgan Stanley
New York
-$1.19M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.03M
5
VCS
Vaughan & Co Securities
New Jersey
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
76
Lansing Street Advisors
Pennsylvania
$339K +$715 +10 +0.2%
TCA
77
Transcend Capital Advisors
New Jersey
$323K -$77.1K -1,078 -19%
MA
78
MONECO Advisors
Connecticut
$313K -$24.7K -346 -7%
Citigroup
79
Citigroup
New York
$313K -$407K -5,689 -56%
NS
80
NBC Securities
Alabama
$313K -$2.57K -36 -0.8%
HI
81
Harbour Investments
Wisconsin
$309K -$28.6K -400 -8%
UIM
82
Unified Investment Management
Georgia
$281K – – –
UBS AM
83
UBS AM
Illinois
$271K +$279K +3,896 New
KBFS
84
Kohmann Bosshard Financial Services
Ohio
$256K – – –
NA
85
NewEdge Advisors
Louisiana
$253K -$4.29K -60 -2%
IFG
86
Independent Financial Group
California
$253K +$26.9K +376 +12%
RCM
87
RMR Capital Management
California
$252K – – –
ATS
88
Ashton Thomas Securities
New York
$247K +$254K +3,550 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$243K -$1.72K -24 -0.7%
VT
90
Vise Technologies
New York
$231K – – –
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$229K +$159K +2,225 +207%
BC
92
Barrett & Company
Rhode Island
$219K -$8.72K -122 -4%
Stifel Financial
93
Stifel Financial
Missouri
$211K +$5.43K +76 +3%
WWM
94
Western Wealth Management
Colorado
$205K -$53.6K -750 -20%
ES
95
Eagle Strategies
New York
$205K +$211K +2,953 New
SAM
96
Smartleaf Asset Management
Massachusetts
$204K +$12.2K +170 +6%
WA
97
Waverly Advisors
Alabama
$203K +$209K +2,925 New
GWS
98
Greykasell Wealth Strategies
California
$177K +$715 +10 +0.4%
CSB
99
City State Bank
Iowa
$153K – – –
BW
100
Basepoint Wealth
Iowa
$123K +$143 +2 +0.1%
2 3
4
5 6

ISCV Hedge Fund Activity: Q1 2026 in Review

127 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q1 2026, worth a combined $343M — up 4.4% from $329M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ISCV and 11 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 47 added.

The largest buyer was Royal Bank of Canada, adding an estimated $5.67M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.01M sold.

  • 127 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q1 2026, down from 135 in Q4 2025.
  • Funds reported $343M of iShares Morningstar Small-Cap Value ETF stock for Q1 2026, up 4.4% quarter-over-quarter.
  • 11 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q1 2026 and 13 closed out, a net change of -2 holders.
  • The largest iShares Morningstar Small-Cap Value ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $5.67M added.
  • The largest iShares Morningstar Small-Cap Value ETF seller in Q1 2026 was Goldman Sachs, an estimated $3.01M sold.

Based on aggregated 13F filings for Q1 2026.