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iShares Morningstar Small-Cap Value ETF
ISCV

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.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

0.22% more ownership

Funds ownership: 45.59% → 45.81% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

5% less capital invested

Capital invested by funds: $199M → $190M (-$9.39M)

2% less funds holding

Funds holding: 116 → 114 (-2)

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.53%
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

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.2M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.56M
3
LPL Financial
LPL Financial
California
+$1.08M
4
Wells Fargo
Wells Fargo
California
+$1.08M
5
JP Morgan Chase
JP Morgan Chase
New York
+$895K

Top Sellers

Rank Fund Capital Flow
1
CJH
Christopher J. Hasenberg
Wisconsin
-$4.47M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.66M
3
Morgan Stanley
Morgan Stanley
New York
-$733K
4
Bank of America
Bank of America
North Carolina
-$464K
5
OMC
Old Mission Capital
Illinois
-$454K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$205K +$218K +3,459 New
BCP
77
Blackhawk Capital Partners
Wisconsin
$205K -$288K -4,578 -57%
SFG
78
Sage Financial Group
Pennsylvania
$204K +$1.95K +31 +0.9%
BC
79
Barrett & Company
Rhode Island
$194K – – –
PS
80
Principal Securities
Iowa
$163K – – –
CJH
81
Christopher J. Hasenberg
Wisconsin
$151K -$4.47M -71,124 -97%
HI
82
Harbour Investments
Wisconsin
$148K – – –
SAM
83
Smartleaf Asset Management
Massachusetts
$143K +$33K +525 +28%
CSB
84
City State Bank
Iowa
$130K – – –
GFPC
85
Global Financial Private Client
Florida
$107K – – –
FFA
86
Farther Finance Advisors
California
$85.6K – – –
PTC
87
Private Trust Company
Ohio
$83.3K – – –
CIAS
88
Capital Investment Advisory Services
North Carolina
$71.2K – – –
SS
89
Sunbelt Securities
Texas
$63.7K – – –
BIM
90
Brentview Investment Management
Illinois
$59.3K +$62.9K +1,000 New
LWANC
91
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.8K – – –
MG
92
Mather Group
Illinois
$49K +$38.2K +607 +276%
SCA
93
Stuart Chaussee & Associates
California
$47.4K – – –
HIA
94
Harbor Investment Advisory
Maryland
$45K – – –
CMA
95
Cedar Mountain Advisors
Oregon
$43.1K – – –
RA
96
Rise Advisors
New York
$38.9K +$189 +3 +0.5%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$30.8K +$32.6K +519 New
WPA
98
Wealth Preservation Advisors
Tennessee
$28.5K +$30.2K +480 New
AIC
99
Archer Investment Corporation
Indiana
$27.8K – – –
MCM
100
MAI Capital Management
Ohio
$22.1K – – –
2 3
4
5 6

ISCV Hedge Fund Activity: Q1 2025 in Review

114 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q1 2025, worth a combined $190M — down 4.7% from $199M a quarter earlier.

Fund positioning in ISCV was balanced in Q1 2025: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 25 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $11.2M. The largest seller was Christopher J. Hasenberg, cutting an estimated $4.47M.

  • 114 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q1 2025, down from 116 in Q4 2024.
  • Funds reported $190M of iShares Morningstar Small-Cap Value ETF stock for Q1 2025, down 4.7% quarter-over-quarter.
  • 12 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q1 2025 and 12 closed out, a net change of 0 holders.
  • The largest iShares Morningstar Small-Cap Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $11.2M added.
  • The largest iShares Morningstar Small-Cap Value ETF seller in Q1 2025 was Christopher J. Hasenberg, an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2025.