ISCV icon

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 %
Morgan Stanley
1
Morgan Stanley
New York
$23M 387,730 -11,650 -3%
VCS
2
Vaughan & Co Securities
New Jersey
$15.8M 265,688 +5,165 +2%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$14M 236,017 +177,820 +306%
SCM
4
Steele Capital Management
Iowa
$11M 186,326 +230 +0.1%
MTC
5
Matrix Trust Company
Colorado
$11M 186,326 +230 +0.1%
LPL Financial
6
LPL Financial
California
$8.92M 150,439 +17,199 +13%
Bank of America
7
Bank of America
North Carolina
$8.83M 148,918 -7,384 -5%
Raymond James Financial
8
Raymond James Financial
Florida
$8.56M 144,332 -4,864 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.55M 110,414 -6,217 -5%
Wells Fargo
10
Wells Fargo
California
$6.46M 108,858 +17,182 +19%
UBS Group
11
UBS Group
Switzerland
$5.65M 95,261 +6,137 +7%
AAS
12
Avantax Advisory Services
Texas
$3.82M 64,446 +213 +0.3%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$3.38M 56,978 +14,228 +33%
IAG
14
Ipsen Advisor Group
Arkansas
$3.23M 54,531 +467 +0.9%
CPIG
15
Chicago Partners Investment Group
Illinois
$2.87M 49,900 +43 +0.1%
PCG
16
Prosperity Consulting Group
Maryland
$2.77M 46,700 +36 +0.1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.77M 46,677 +5,120 +12%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.72M 45,952 -42,262 -48%
VCM
19
Viewpoint Capital Management
Washington
$2.69M 45,397 -711 -2%
Goldman Sachs
20
Goldman Sachs
New York
$2.57M 43,420 – –
KAS
21
Kestra Advisory Services
Texas
$2.55M 42,972 +859 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.29M 38,558 +1,201 +3%
EWA
23
EP Wealth Advisors
California
$2.09M 35,204 -3,191 -8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.07M 34,891 +735 +2%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$2M 33,664 -6,606 -16%
1
2 3 4 5