Who Owns iShares Morningstar Small-Cap Value ETF (ISCV)?Hedge Fund & Institutional Holders

$68.64-0.23 (-0.34%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.222921000206172e+195T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$51.37$57.12$62.87$68.63$74.38Sep 24Jun 25Mar 26

ISCV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
VAUGHAN & Co SECURITIES, INC.New Position+301K+$20.6M
Steele Capital Management, Inc.New Position+187K+$12.8M
GRANVILLE CAPITAL, INC.New Position+110K+$7.6M
MB Generational Wealth, LLCNew Position+88K+$6.0M
Ipsen Advisor Group LLCNew Position+56K+$3.8M
Chicago Partners Investment Group LLCNew Position+50K+$3.6M
Black Diamond Financial, LLCNew Position+46K+$3.2M
Viewpoint Capital Management LLCNew Position+45K+$3.1M
Rodgers & Associates, LTDNew Position+44K+$3.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+55K+$3.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+55K+$3.0M
Twin Cities Retirement Group LLCNew Position+30K+$2.0M
EP Wealth Advisors, LLCNew Position+34K+$2.0M
D.A. DAVIDSON & CO.New Position+21K+$1.5M
LRI Investments, LLCNew Position+18K+$1.2M

ISCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Focus Partners WealthDecreased-128K-$27.5B
JPMORGAN CHASE & CODecreased-6K-$3.4B
Prosperity Consulting Group, LLCDecreased-3K-$2.7B
COMERICA BANKDecreased-257-$1.1B
Abel Hall, LLCDecreased-778-$711.8M
PACIFIC SUN FINANCIAL CORPDecreased-460-$667.0M
HighTower Advisors, LLCDecreased-28-$431.1M
OSAIC HOLDINGS, INC.Decreased-1K-$336.5M
Lansing Street AdvisorsDecreased-2-$323.9M
NBC SECURITIES, INC.Decreased-135-$311.0M
Summit Financial, LLCDecreased-3-$239.7M
World Investment AdvisorsClosed Position-3K-$223.6M
PRINCIPAL SECURITIES, INC.Closed Position-2K-$165.6M
Rise Advisors, LLCClosed Position-330-$22.0M
Wealthspire Advisors, LLCClosed Position-240-$16.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1EXCHANGE TRADED CONCEPTS, LLC908,467$62.2M0.47%Share
2MORGAN STANLEY309,460$21.0M0.00%Share
3VAUGHAN & Co SECURITIES, INC.300,980$20.6M10.66%Share
4Focus Partners Wealth285,323$19.0M0.02%Share
5LPL Financial LLC231,259$15.0M0.00%Share
6Matrix Trust Co187,179$12.8M2.12%Share
7Steele Capital Management, Inc.187,179$12.8M0.55%Share
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO139,305$10.0M0.01%Share
9UBS Group AG134,439$9.2M0.00%Share
10GRANVILLE CAPITAL, INC.110,306$7.6M4.01%Share
11ROYAL BANK OF CANADA106,433$7.0M0.00%Share
12BANK OF AMERICA CORP /DE/114,691$7.0M0.00%Share
13RAYMOND JAMES FINANCIAL INC105,266$7.0M0.00%Share
14MB Generational Wealth, LLC88,015$6.0M3.19%Share
15WELLS FARGO & COMPANY/MN99,757$6.0M0.00%Share
16Cetera Investment Advisers99,281$6.0M0.01%Share
17Ipsen Advisor Group LLC55,982$3.8M2.72%Share
18Chicago Partners Investment Group LLC50,339$3.6M0.09%Share
19Black Diamond Financial, LLC46,237$3.2M0.33%Share
20Viewpoint Capital Management LLC45,394$3.1M1.35%Share
21Rodgers & Associates, LTD44,028$3.0M0.31%Share
22Advisory Services Network, LLC56,222$3.0M0.04%Share
23ROYAL BANK OF CANADA47,973$3.0M0.00%Share
24ENVESTNET ASSET MANAGEMENT INC55,308$3.0M0.00%Share
25COMMONWEALTH EQUITY SERVICES, LLC55,143$3.0M0.00%Share
26GOLDMAN SACHS GROUP INC43,969$3.0M0.00%Share
27Kestra Advisory Services, LLC44,387$3.0M0.01%Share
28Aptus Capital Advisors, LLC55,773$3.0M0.02%Share
29BANK OF AMERICA CORP /DE/52,942$3.0M0.00%Share
30AMERIPRISE FINANCIAL INC45,032$3.0M0.00%Share
31Prosperity Consulting Group, LLC37,198$2.5M0.11%Share
32Twin Cities Retirement Group LLC29,770$2.0M1.97%Share
33EP Wealth Advisors, LLC33,628$2.0M0.01%Share
34CAPTRUST FINANCIAL ADVISORS36,264$2.0M0.00%Share
35IHT Wealth Management, LLC33,806$2.0M0.05%Share
36Cambridge Investment Research Advisors, Inc.34,725$2.0M0.01%Share
37WELLS FARGO & COMPANY/MN41,258$2.0M0.00%Share
38Perennial Investment Advisors, LLC28,132$1.9M0.15%Share
39D.A. DAVIDSON & CO.21,487$1.5M0.01%Share
40LRI Investments, LLC17,976$1.2M0.10%Share
41COMERICA BANK14,828$1.0M0.00%Share
42SGL Investment Advisors, Inc.13,814$1.0M0.40%Share
43TWO SIGMA INVESTMENTS, LP15,000$1.0M0.00%Share
44JPMORGAN CHASE & CO21,189$1.0M0.00%Share
45Mariner, LLC17,049$1.0M0.00%Share
46Equitable Holdings, Inc.19,886$1.0M0.01%Share
47JPMORGAN CHASE & CO24,558$1.0M0.00%Share
48MGO ONE SEVEN LLC14,088$965K0.02%Share
49PANORAMIC INVESTMENT ADVISORS, LLC13,525$926K0.50%Share
50Key FInancial Inc10,749$736K0.13%Share

ISCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025130$314.2M+64
Q3 202566$206.4B-35
Q2 2025101$192.1B-13
Q1 2025114$182.1B+23
Q4 202491$17.6T+10
Q3 202481$96.9T+4
Q2 202477$87.6T+1
Q1 202476$95.0T—

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As of Q4 2025, 50 institutional investors hold ISCV (iShares Morningstar Small-Cap Value ETF). The largest holder is EXCHANGE TRADED CONCEPTS, LLC with $62.2M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own ISCV?

As of Q4 2025, 50 institutional investors report holding ISCV (iShares Morningstar Small-Cap Value ETF) in their 13F filings.

Who is the largest institutional holder of ISCV?

The largest institutional holder of ISCV is EXCHANGE TRADED CONCEPTS, LLC with $62.2M in shares.

Is institutional ownership of ISCV increasing or decreasing?

This quarter, 15 institutions opened new positions in ISCV and 4 closed their positions.