iShares Morningstar Small-Cap Value ETF
ISCV
119 hedge funds and large institutions have $298M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more capital invested
Capital invested by funds: $239M → $298M (+$58.6M)
9% more funds holding
Funds holding: 109 → 119 (+10)
3.91% more ownership
Funds ownership: 50.83% → 54.74% (+3.9%)
32% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$31.8M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.26M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.21M |
| 4 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$2.27M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.65M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.49M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.76M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.27M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.16M |
ISCV Hedge Fund Activity: Q3 2025 in Review
119 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q3 2025, worth a combined $298M — up 25% from $239M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ISCV positions and 8 closed out — a net gain of 12 holders — while 28 added to existing stakes and 41 trimmed.
The largest buyer was Exchange Traded Concepts, adding an estimated $31.8M. The largest seller was Morgan Stanley, cutting an estimated $2.65M.
- 119 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q3 2025, up from 109 in Q2 2025.
- Funds reported $298M of iShares Morningstar Small-Cap Value ETF stock for Q3 2025, up 25% quarter-over-quarter.
- 20 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q3 2025 and 8 closed out, a net change of +12 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q3 2025 was Exchange Traded Concepts, an estimated $31.8M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q3 2025 was Morgan Stanley, an estimated $2.65M sold.
Based on aggregated 13F filings for Q3 2025.