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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 %
TRCT
76
Tower Research Capital (TRC)
New York
$205K 3,459 +3,459 New
BCP
77
Blackhawk Capital Partners
Wisconsin
$205K 3,450 -4,578 -57%
SFG
78
Sage Financial Group
Pennsylvania
$204K 3,444 +31 +0.9%
BC
79
Barrett & Company
Rhode Island
$194K 3,276 – –
PS
80
Principal Securities
Iowa
$163K 2,565 – –
CJH
81
Christopher J. Hasenberg
Wisconsin
$151K 2,545 -71,124 -97%
HI
82
Harbour Investments
Wisconsin
$148K 2,500 – –
SAM
83
Smartleaf Asset Management
Massachusetts
$143K 2,420 +525 +28%
CSB
84
City State Bank
Iowa
$130K 2,196 – –
GFPC
85
Global Financial Private Client
Florida
$107K 1,800 – –
FFA
86
Farther Finance Advisors
California
$85.6K 1,440 – –
PTC
87
Private Trust Company
Ohio
$83.3K 1,405 – –
CIAS
88
Capital Investment Advisory Services
North Carolina
$71.2K 1,200 – –
SS
89
Sunbelt Securities
Texas
$63.7K 1,075 – –
BIM
90
Brentview Investment Management
Illinois
$59.3K 1,000 +1,000 New
LWANC
91
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.8K 840 – –
MG
92
Mather Group
Illinois
$49K 827 +607 +276%
SCA
93
Stuart Chaussee & Associates
California
$47.4K 800 – –
HIA
94
Harbor Investment Advisory
Maryland
$45K 759 – –
CMA
95
Cedar Mountain Advisors
Oregon
$43.1K 727 – –
RA
96
Rise Advisors
New York
$38.9K 657 +3 +0.5%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$30.8K 519 +519 New
WPA
98
Wealth Preservation Advisors
Tennessee
$28.5K 480 +480 New
AIC
99
Archer Investment Corporation
Indiana
$27.8K 468 – –
MCM
100
MAI Capital Management
Ohio
$22.1K 372 – –
2 3
4
5 6