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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.67M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.61M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$2.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.11M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.01M |
| 2 |
BDF
Black Diamond Financial
Towson,
Maryland
|
-$1.9M |
| 3 |
Morgan Stanley
New York
|
-$1.19M |
| 4 |
Two Sigma Investments
New York
|
-$1.03M |
| 5 |
VCS
Vaughan & Co Securities
Ridgewood,
New Jersey
|
-$540K |
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.