iShares Morningstar Small-Cap Value ETF
ISCV
131 hedge funds and large institutions have $390M invested in iShares Morningstar Small-Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
14% more capital invested
Capital invested by funds: $343M → $390M (+$47.1M)
2% more funds holding
Funds holding: 128 → 131 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.1% less ownership
Funds ownership: 57.06% → 56.96% (-0.1%)
15% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$11.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.6M |
| 3 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$2.23M |
| 4 |
QCM
Quantinno Capital Management
New York
|
+$737K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$712K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.77M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.75M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.74M |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$1.08M |
| 5 |
EH
Equitable Holdings
New York
|
-$959K |
ISCV Hedge Fund Activity: Q2 2026 in Review
131 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q2 2026, worth a combined $390M — up 14% from $343M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ISCV positions and 7 closed out — a net gain of 7 holders — while 41 added to existing stakes and 48 trimmed.
The largest buyer was Exchange Traded Concepts, adding an estimated $11.9M. The largest seller was Wells Fargo, cutting an estimated $4.77M.
- 131 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q2 2026, up from 128 in Q1 2026.
- Funds reported $390M of iShares Morningstar Small-Cap Value ETF stock for Q2 2026, up 14% quarter-over-quarter.
- 14 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q2 2026 and 7 closed out, a net change of +7 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q2 2026 was Exchange Traded Concepts, an estimated $11.9M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q2 2026 was Wells Fargo, an estimated $4.77M sold.
Based on aggregated 13F filings for Q2 2026.