iShares Morningstar Small-Cap Value ETF
ISCV
136 hedge funds and large institutions have $329M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 21 reducing their positions, and 8 closing their positions.
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
198% more capital inflows, than outflows
Capital inflows: $33.9M | Capital outflows: $11.4M
152% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more funds holding
Funds holding: 119 → 136 (+17)
2.02% more ownership
Funds ownership: 54.74% → 56.76% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$6.81M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.11M |
| 4 |
Two Sigma Investments
New York
|
+$1.01M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$8.63M |
| 2 |
MGW
MB Generational Wealth
Spokane,
Washington
|
-$396K |
| 3 |
JP Morgan Chase
New York
|
-$395K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$366K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$277K |
ISCV Hedge Fund Activity: Q4 2025 in Review
136 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q4 2025, worth a combined $329M — up 10% from $298M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ISCV positions and 8 closed out — a net gain of 17 holders — while 53 added to existing stakes and 21 trimmed.
The largest buyer was Exchange Traded Concepts, adding an estimated $6.81M. The largest seller was Focus Partners Wealth, cutting an estimated $8.63M.
- 136 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q4 2025, up from 119 in Q3 2025.
- Funds reported $329M of iShares Morningstar Small-Cap Value ETF stock for Q4 2025, up 10% quarter-over-quarter.
- 25 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q4 2025 and 8 closed out, a net change of +17 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q4 2025 was Exchange Traded Concepts, an estimated $6.81M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q4 2025 was Focus Partners Wealth, an estimated $8.63M sold.
Based on aggregated 13F filings for Q4 2025.