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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

110 hedge funds and large institutions have $240M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
44
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$19.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$24.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.72M
5
ASN
5
Advisory Services Network
Georgia
$2.87M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Raymond James Financial
3
Raymond James Financial
Florida
$7.93M
4
UBS Group
4
UBS Group
Switzerland
$5.22M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$24.3M +$9.81M +159,775 +68%
Morgan Stanley
2
Morgan Stanley
New York
$21.7M -$2.14M -34,918 -9%
ETC
3
Exchange Traded Concepts
Oklahoma
$19.5M +$19.5M +317,150 New
VCS
4
Vaughan & Co Securities
New Jersey
$17.3M +$995K +16,207 +6%
SCM
5
Steele Capital Management
Iowa
$11.6M +$196K +3,186 +2%
MTC
6
Matrix Trust Company
Colorado
$11.6M +$196K +3,186 +2%
LPL Financial
7
LPL Financial
California
$11.5M +$2.29M +37,351 +25%
Bank of America
8
Bank of America
North Carolina
$10M +$857K +13,955 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.72M +$2.94M +47,901 +43%
Wells Fargo
10
Wells Fargo
California
$8.01M +$1.33M +21,635 +20%
Raymond James Financial
11
Raymond James Financial
Florida
$7.93M -$932K -15,178 -11%
UBS Group
12
UBS Group
Switzerland
$5.22M -$633K -10,303 -11%
AAS
13
Avantax Advisory Services
Texas
$3.94M -$15.3K -249 -0.4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$3.81M +$315K +5,139 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.7M +$3.12M +50,864 +541%
IAG
16
Ipsen Advisor Group
Arkansas
$3.44M +$92.3K +1,503 +3%
CPIG
17
Chicago Partners Investment Group
Illinois
$3.25M -$456 -7 -0%
Ameriprise
18
Ameriprise
Minnesota
$3.23M +$1.07M +16,680 +50%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.9M +$36.3K +591 +1%
ASN
20
Advisory Services Network
Georgia
$2.87M +$2.87M +45,910 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.79M -$33.9K -553 -1%
VCM
22
Viewpoint Capital Management
Washington
$2.78M -$7.55K -123 -0.3%
PCG
23
Prosperity Consulting Group
Maryland
$2.71M -$154K -2,510 -5%
KAS
24
Kestra Advisory Services
Texas
$2.67M +$28.1K +458 +1%
Goldman Sachs
25
Goldman Sachs
New York
$2.67M – – –
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