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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 %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$224K -$18.5K -300 -8%
WIA
77
World Investment Advisors
California
$206K +$206K +3,356 New
BC
78
Barrett & Company
Rhode Island
$201K – – –
SAM
79
Smartleaf Asset Management
Massachusetts
$161K +$12.4K +201 +8%
PS
80
Principal Securities
Iowa
$157K – – –
HI
81
Harbour Investments
Wisconsin
$153K – – –
CSB
82
City State Bank
Iowa
$135K – – –
FFA
83
Farther Finance Advisors
California
$88.4K – – –
SS
84
Sunbelt Securities
Texas
$68.2K – – –
BIM
85
Brentview Investment Management
Illinois
$61.4K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$53.4K +$21.5K +351 +68%
CIAS
87
Capital Investment Advisory Services
North Carolina
$49.1K -$24.6K -400 -33%
HIA
88
Harbor Investment Advisory
Maryland
$46.6K – – –
CMA
89
Cedar Mountain Advisors
Oregon
$44.6K – – –
WPA
90
Wealth Preservation Advisors
Tennessee
$29.5K – – –
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$28.8K +$28.8K +450 New
AIC
92
Archer Investment Corporation
Indiana
$28.7K – – –
PTC
93
Private Trust Company
Ohio
$28.7K -$57.6K -938 -67%
RA
94
Rise Advisors
New York
$25.3K -$15.1K -246 -37%
MCM
95
MAI Capital Management
Ohio
$22.8K – – –
DJSG
96
D.J. St. Germain
Massachusetts
$21.5K – – –
AWM
97
AE Wealth Management
Kansas
$20.3K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$13.6K – – –
AUB
99
Atlantic Union Bankshares
Virginia
$12.5K +$12.5K +204 New
MWM
100
MGB Wealth Management
Texas
$10.7K – – –
1 2 3
4
5