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iShares Morningstar Small-Cap Value ETF
ISCV
ISCV
135 hedge funds and large institutions have $329M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 21 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
152% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 119 → 135 (+16)
10% more capital invested
Capital invested by funds: $298M → $329M (+$30.9M)
1.99% more ownership
Funds ownership: 54.74% → 56.73% (+2%)
Holders
135
Holders Change
+16
Holders Change %
+13.45%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
53
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$6.81M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.11M |
| 4 |
Two Sigma Investments
New York
|
+$1.01M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$887K |
