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iShares Morningstar Small-Cap Value ETF
ISCV

119 hedge funds and large institutions have $298M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $239M → $298M (+$58.6M)

9% more funds holding

Funds holding: 109 → 119 (+10)

3.91% more ownership

Funds ownership: 50.83% → 54.74% (+3.9%)

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
28
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$31.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.26M
3
UBS Group
UBS Group
Switzerland
+$3.21M
4
BDF
Black Diamond Financial
Maryland
+$2.27M
5
ACA
Aptus Capital Advisors
Alabama
+$2.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.65M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.49M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.76M
4
Raymond James Financial
Raymond James Financial
Florida
-$1.27M
5
LPL Financial
LPL Financial
California
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
1
Exchange Traded Concepts
Oklahoma
$53.8M +$31.8M +490,245 +155%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$27.5M +$1.15M +17,642 +4%
Morgan Stanley
3
Morgan Stanley
New York
$20.8M -$2.65M -40,746 -12%
VCS
4
Vaughan & Co Securities
New Jersey
$19.4M +$569K +8,763 +3%
SCM
5
Steele Capital Management
Iowa
$12.3M -$295K -4,538 -2%
MTC
6
Matrix Trust Company
Colorado
$12.3M -$295K -4,538 -2%
LPL Financial
7
LPL Financial
California
$11.3M -$1.16M -17,790 -9%
Bank of America
8
Bank of America
North Carolina
$10.4M -$451K -6,951 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.3M -$212K -3,271 -2%
Wells Fargo
10
Wells Fargo
California
$9M +$297K +4,570 +4%
UBS Group
11
UBS Group
Switzerland
$8.96M +$3.21M +49,466 +58%
Raymond James Financial
12
Raymond James Financial
Florida
$7.3M -$1.27M -19,541 -15%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.5M +$3.26M +50,262 +106%
MGW
14
MB Generational Wealth
Washington
$6.26M +$6.1M +93,893 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.96M -$55K -847 -1%
IAG
16
Ipsen Advisor Group
Arkansas
$3.75M +$14.3K +220 +0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.71M +$982K +15,118 +37%
ASN
18
Advisory Services Network
Georgia
$3.47M +$404K +6,214 +14%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.44M -$683K -10,512 -17%
ACA
20
Aptus Capital Advisors
Alabama
$3.4M +$2.19M +33,753 +195%
CPIG
21
Chicago Partners Investment Group
Illinois
$3.38M +$16K +246 +0.5%
BDF
22
Black Diamond Financial
Maryland
$3.04M +$2.27M +35,016 +331%
VCM
23
Viewpoint Capital Management
Washington
$3.02M – – –
Ameriprise
24
Ameriprise
Minnesota
$2.99M -$353K -5,440 -11%
RA
25
Rodgers & Associates
Pennsylvania
$2.93M +$54.7K +843 +2%
1
2 3 4 5

ISCV Hedge Fund Activity: Q3 2025 in Review

119 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q3 2025, worth a combined $298M — up 25% from $239M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ISCV positions and 8 closed out — a net gain of 12 holders — while 28 added to existing stakes and 41 trimmed.

The largest buyer was Exchange Traded Concepts, adding an estimated $31.8M. The largest seller was Morgan Stanley, cutting an estimated $2.65M.

  • 119 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q3 2025, up from 109 in Q2 2025.
  • Funds reported $298M of iShares Morningstar Small-Cap Value ETF stock for Q3 2025, up 25% quarter-over-quarter.
  • 20 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q3 2025 and 8 closed out, a net change of +12 holders.
  • The largest iShares Morningstar Small-Cap Value ETF buyer in Q3 2025 was Exchange Traded Concepts, an estimated $31.8M added.
  • The largest iShares Morningstar Small-Cap Value ETF seller in Q3 2025 was Morgan Stanley, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2025.