iShares Morningstar Small-Cap Value ETF
ISCV
109 hedge funds and large institutions have $239M 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, 25 reducing their positions, and 13 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 25
26% more capital invested
Capital invested by funds: $190M → $239M (+$49.5M)
5.13% more ownership
Funds ownership: 45.71% → 50.83% (+5.1%)
4% less funds holding
Funds holding: 114 → 109 (-5)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$18.5M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$9.32M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.97M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.79M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.68M |
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
109 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q2 2025, worth a combined $239M — up 26% 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 44 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.
- 109 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q2 2025, down from 114 in Q1 2025.
- Funds reported $239M of iShares Morningstar Small-Cap Value ETF stock for Q2 2025, up 26% 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.