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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 %
AAS
101
Ameritas Advisory Services
Nebraska
$8.35K +$8.35K +136 New
EAM
102
Eukles Asset Management
Ohio
$7.18K – – –
OW
103
Olistico Wealth
Oklahoma
$6.69K – – –
AssetMark Inc
104
AssetMark Inc
California
$5.65K +$307 +5 +6%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$5.11K – – –
AAP
106
Arax Advisory Partners
Colorado
$4.84K +$61 +1 +1%
PFBT
107
Parkside Financial Bank & Trust
Missouri
$4.42K – – –
GWSG
108
GPS Wealth Strategies Group
Colorado
$3.34K – – –
William Blair & Company
109
William Blair & Company
Illinois
$2.76K -$307 -5 -10%
GRP
110
Global Retirement Partners
California
$2.58K +$2.58K +42 New
Two Sigma Investments
111
Two Sigma Investments
New York
– -$1.47M -24,800 Closed
Stifel Financial
112
Stifel Financial
Missouri
– -$374K -6,298 Closed
GFP
113
Gryphon Financial Partners
Ohio
– -$224K -3,772 Closed
RCM
114
RMR Capital Management
California
– -$219K -3,699 Closed
TRCT
115
Tower Research Capital (TRC)
New York
– -$205K -3,459 Closed
BCP
116
Blackhawk Capital Partners
Wisconsin
– -$205K -3,450 Closed
SFG
117
Sage Financial Group
Pennsylvania
– -$204K -3,444 Closed
CJH
118
Christopher J. Hasenberg
Wisconsin
– -$151K -2,545 Closed
GFPC
119
Global Financial Private Client
Florida
– -$107K -1,800 Closed
MG
120
Mather Group
Illinois
– -$49K -827 Closed
SCA
121
Stuart Chaussee & Associates
California
– -$47.4K -800 Closed
SWM
122
Spire Wealth Management
Virginia
– -$11.9K -200 Closed
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