iShares Morningstar Small-Cap Value ETF
ISCV
116 hedge funds and large institutions have $199M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
31% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 26
7% more capital invested
Capital invested by funds: $187M → $199M (+$12.4M)
4% more funds holding
Funds holding: 112 → 116 (+4)
2.28% more ownership
Funds ownership: 43.31% → 45.59% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
+$4.8M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$3.79M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.19M |
| 4 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
+$523K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$499K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$869K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$762K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$630K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$588K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$485K |
ISCV Hedge Fund Activity: Q4 2024 in Review
116 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q4 2024, worth a combined $199M — up 6.6% from $187M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ISCV positions and 9 closed out — a net gain of 6 holders — while 34 added to existing stakes and 26 trimmed.
The largest buyer was Christopher J. Hasenberg, opening a new position worth an estimated $4.8M. The largest seller was IHT Wealth Management, cutting an estimated $869K.
- 116 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q4 2024, up from 112 in Q3 2024.
- Funds reported $199M of iShares Morningstar Small-Cap Value ETF stock for Q4 2024, up 6.6% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q4 2024 and 9 closed out, a net change of +6 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q4 2024 was Christopher J. Hasenberg, an estimated $4.8M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q4 2024 was IHT Wealth Management, an estimated $869K sold.
Based on aggregated 13F filings for Q4 2024.