iShares Morningstar Small-Cap Value ETF
ISCV
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.
68% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 25
0.22% more ownership
Funds ownership: 45.59% → 45.81% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
5% less capital invested
Capital invested by funds: $199M → $190M (-$9.39M)
2% less funds holding
Funds holding: 116 → 114 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$11.2M |
| 2 |
Two Sigma Investments
New York
|
+$1.56M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.08M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.08M |
| 5 |
JP Morgan Chase
New York
|
+$895K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
-$4.47M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.66M |
| 3 |
Morgan Stanley
New York
|
-$733K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$464K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$454K |
ISCV Hedge Fund Activity: Q1 2025 in Review
114 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q1 2025, worth a combined $190M — down 4.7% from $199M a quarter earlier.
Fund positioning in ISCV was balanced in Q1 2025: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 25 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $11.2M. The largest seller was Christopher J. Hasenberg, cutting an estimated $4.47M.
- 114 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q1 2025, down from 116 in Q4 2024.
- Funds reported $190M of iShares Morningstar Small-Cap Value ETF stock for Q1 2025, down 4.7% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q1 2025 and 12 closed out, a net change of 0 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $11.2M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q1 2025 was Christopher J. Hasenberg, an estimated $4.47M sold.
Based on aggregated 13F filings for Q1 2025.