iShares Morningstar Small-Cap Value ETF
ISCV
110 hedge funds and large institutions have $245M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 13 closing their positions.
558% more capital inflows, than outflows
Capital inflows: $53.8M | Capital outflows: $8.18M
80% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 25
6.35% more ownership
Funds ownership: 45.71% → 52.06% (+6.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 114 → 110 (-4)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$18.5M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$9.32M |
| 3 |
MB Generational Wealth
Spokane,
Washington
|
+$4.11M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.97M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.04M |
| 2 |
Two Sigma Investments
New York
|
-$1.47M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$885K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$601K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$374K |
ISCV Hedge Fund Activity: Q2 2025 in Review
110 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q2 2025, worth a combined $245M — up 29% from $190M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of ISCV and 10 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 45 added.
The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $18.5M. The largest seller was Morgan Stanley, cutting an estimated $2.04M.
- 110 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q2 2025, down from 114 in Q1 2025.
- Funds reported $245M of iShares Morningstar Small-Cap Value ETF stock for Q2 2025, up 29% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q2 2025 and 13 closed out, a net change of -3 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q2 2025 was Exchange Traded Concepts, an estimated $18.5M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q2 2025 was Morgan Stanley, an estimated $2.04M sold.
Based on aggregated 13F filings for Q2 2025.