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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 %
CJ
126
Caitlin John
Michigan
– – -59 Closed
2 3 4 5
6