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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

109 hedge funds and large institutions have $237M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
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 Market Value Shares Shares
Change 		Shares
Change %
EAM
101
Eukles Asset Management
Ohio
$7.18K 117 – –
OW
102
Olistico Wealth
Oklahoma
$6.69K 109 – –
AssetMark Inc
103
AssetMark Inc
California
$5.65K 92 +5 +6%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$5.11K 83 – –
AAP
105
Arax Advisory Partners
Colorado
$4.84K 79 +1 +1%
PFBT
106
Parkside Financial Bank & Trust
Missouri
$4.42K 72 – –
GWSG
107
GPS Wealth Strategies Group
Colorado
$3.34K 54 – –
William Blair & Company
108
William Blair & Company
Illinois
$2.76K 45 -5 -10%
GRP
109
Global Retirement Partners
California
$2.58K 42 +42 New
Two Sigma Investments
110
Two Sigma Investments
New York
– – -24,800 Closed
Stifel Financial
111
Stifel Financial
Missouri
– – -6,298 Closed
GFP
112
Gryphon Financial Partners
Ohio
– – -3,772 Closed
RCM
113
RMR Capital Management
California
– – -3,699 Closed
TRCT
114
Tower Research Capital (TRC)
New York
– – -3,459 Closed
BCP
115
Blackhawk Capital Partners
Wisconsin
– – -3,450 Closed
SFG
116
Sage Financial Group
Pennsylvania
– – -3,444 Closed
CJH
117
Christopher J. Hasenberg
Wisconsin
– – -2,545 Closed
GFPC
118
Global Financial Private Client
Florida
– – -1,800 Closed
MG
119
Mather Group
Illinois
– – -827 Closed
SCA
120
Stuart Chaussee & Associates
California
– – -800 Closed
SWM
121
Spire Wealth Management
Virginia
– – -200 Closed
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