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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 %
DJSG
101
D.J. St. Germain
Massachusetts
$20.8K 351 – –
AWM
102
AE Wealth Management
Kansas
$19.6K 330 – –
SPIA
103
Steward Partners Investment Advisory
New York
$13.2K 222 – –
SSB
104
Sandy Spring Bank
Maryland
$12.1K 204 – –
SWM
105
Spire Wealth Management
Virginia
$11.9K 200 – –
MWM
106
MGB Wealth Management
Texas
$10.4K 175 – –
EAM
107
Eukles Asset Management
Ohio
$6.94K 117 – –
OW
108
Olistico Wealth
Oklahoma
$6.46K 109 -41 -27%
AssetMark Inc
109
AssetMark Inc
California
$5.16K 87 -5 -5%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$4.91K 83 +1 +1%
AAP
111
Arax Advisory Partners
Colorado
$4.65K 78 – –
PFBT
112
Parkside Financial Bank & Trust
Missouri
$4.27K 72 – –
GWSG
113
GPS Wealth Strategies Group
Colorado
$3.21K 54 – –
William Blair & Company
114
William Blair & Company
Illinois
$2.97K 50 -10 -17%
OMC
115
Old Mission Capital
Illinois
– – -7,156 Closed
RCG
116
Ruane, Cunniff & Goldfarb
New York
– – -6,380 Closed
AWM
117
Axxcess Wealth Management
California
– – -4,812 Closed
PIA
118
Perennial Investment Advisors
California
– – -4,339 Closed
MML Investors Services
119
MML Investors Services
Massachusetts
– – -3,858 Closed
Corient Private Wealth
120
Corient Private Wealth
Florida
– – -3,330 Closed
CFGS
121
Concourse Financial Group Securities
Alabama
– – -1,440 Closed
BlackRock
122
BlackRock
New York
– – -300 Closed
NECFA
123
New England Capital Financial Advisors
Connecticut
– – -264 Closed
EBA
124
Eagle Bay Advisors
New York
– – -204 Closed
RIA
125
Realta Investment Advisors
Delaware
– – -150 Closed
2 3 4
5
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