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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -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+$20.6B
BANK OF AMERICA CORP /DE/Increased+16K+$10.0B
EXCHANGE TRADED CONCEPTS, LLCIncreased+101K+$8.4B
MB Generational Wealth, LLCNew Position+88K+$6.0B
Ipsen Advisor Group LLCNew Position+56K+$3.8B
Viewpoint Capital Management LLCNew Position+45K+$3.1B
Rodgers & Associates, LTDNew Position+44K+$3.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+55K+$3.0B
D.A. DAVIDSON & CO.New Position+21K+$1.5B
LRI Investments, LLCNew Position+18K+$1.2B
SGL Investment Advisors, Inc.New Position+14K+$1.0B
TWO SIGMA INVESTMENTS, LPNew Position+15K+$1.0B
PANORAMIC INVESTMENT ADVISORS, LLCNew Position+14K+$926.0M
JIM SAULNIER & ASSOCIATES, LLCNew Position+10K+$689.0M
Edge Financial Advisors LLCNew Position+8K+$546.0M

ISCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Focus Partners WealthDecreased-128K-$8.5B
JPMORGAN CHASE & CODecreased-6K-$1.4B
Abel Hall, LLCDecreased-778-$711.8M
HighTower Advisors, LLCDecreased-28-$431.1M
OSAIC HOLDINGS, INC.Decreased-1K-$336.5M
World Investment AdvisorsClosed Position-3K-$223.6M
Prosperity Consulting Group, LLCDecreased-3K-$114.6M
Rise Advisors, LLCClosed Position-330-$22.0M
Wealthspire Advisors, LLCClosed Position-240-$16.0M
PACIFIC SUN FINANCIAL CORPDecreased-460-$13.6M
Cambridge Investment Research Advisors, Inc.Decreased-105-$321K
Summit Financial, LLCDecreased-3-$239K
PRINCIPAL SECURITIES, INC.Closed Position-2K-$165K
NBC SECURITIES, INC.Decreased-135-$1K
Lansing Street AdvisorsDecreased-2-$-8.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1EXCHANGE TRADED CONCEPTS, LLC908,467$62.2B0.47%Share
2VAUGHAN & Co SECURITIES, INC.300,980$20.6B10.66%Share
3Focus Partners Wealth285,323$19.0B0.02%Share
4UBS Group AG134,439$9.2B0.00%Share
5BANK OF AMERICA CORP /DE/114,691$7.0B0.00%Share
6RAYMOND JAMES FINANCIAL INC105,266$7.0B0.00%Share
7ROYAL BANK OF CANADA106,433$7.0B0.00%Share
8MB Generational Wealth, LLC88,015$6.0B3.19%Share
9WELLS FARGO & COMPANY/MN99,757$6.0B0.00%Share
10Ipsen Advisor Group LLC55,982$3.8B2.72%Share
11Viewpoint Capital Management LLC45,394$3.1B1.35%Share
12Rodgers & Associates, LTD44,028$3.0B0.31%Share
13COMMONWEALTH EQUITY SERVICES, LLC55,143$3.0B0.00%Share
14ROYAL BANK OF CANADA47,973$3.0B0.00%Share
15GOLDMAN SACHS GROUP INC43,969$3.0B0.00%Share
16AMERIPRISE FINANCIAL INC45,032$3.0B0.00%Share
17BANK OF AMERICA CORP /DE/52,942$3.0B0.00%Share
18Aptus Capital Advisors, LLC55,773$3.0B0.02%Share
19Prosperity Consulting Group, LLC37,198$2.5B0.11%Share
20IHT Wealth Management, LLC33,806$2.0B0.05%Share
21WELLS FARGO & COMPANY/MN41,258$2.0B0.00%Share
22Perennial Investment Advisors, LLC28,132$1.9B0.15%Share
23D.A. DAVIDSON & CO.21,487$1.5B0.01%Share
24LRI Investments, LLC17,976$1.2B0.10%Share
25COMERICA BANK14,828$1.0B0.00%Share
26SGL Investment Advisors, Inc.13,814$1.0B0.40%Share
27JPMORGAN CHASE & CO21,189$1.0B0.00%Share
28JPMORGAN CHASE & CO24,558$1.0B0.00%Share
29TWO SIGMA INVESTMENTS, LP15,000$1.0B0.00%Share
30Equitable Holdings, Inc.19,886$1.0B0.01%Share
31PANORAMIC INVESTMENT ADVISORS, LLC13,525$926.0M0.50%Share
32JIM SAULNIER & ASSOCIATES, LLC10,064$689.0M0.36%Share
33PACIFIC SUN FINANCIAL CORP9,559$654.0M0.31%Share
34Edge Financial Advisors LLC7,982$546.0M0.23%Share
35Courage Miller Partners, LLC7,830$536.0M0.16%Share
36KELLY FINANCIAL GROUP LLC7,624$522.0M0.13%Share
37Geneos Wealth Management Inc.7,255$496.0M0.01%Share
38Towerpoint Wealth, LLC5,884$403.0M0.16%Share
39Madison Wealth Partners, Inc5,856$401.0M0.07%Share
40Asset Dedication, LLC5,811$398.0M0.03%Share
41TRANSCEND CAPITAL ADVISORS, LLC5,727$392.0M0.03%Share
42Sensible Money, LLC5,709$391.0M0.12%Share
43GWN SECURITIES INC.5,355$366.0M0.07%Share
44Lansing Street Advisors4,863$333.0M0.09%Share
45MONECO ADVISORS, LLC4,850$332.0M0.03%Share
46RMR Capital Management, LLC3,621$248.0M0.18%Share
47BARRETT & COMPANY, INC.3,276$224.0M0.07%Share
48Richwood Investment Advisors, LLC2,775$206.0M0.15%Share
49PURE PORTFOLIOS HOLDINGS LLC2,925$200.0M0.06%Share
50Greykasell Wealth Strategies, Inc.2,536$173.0M0.07%Share

ISCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025130$198.8B+64
Q3 202566$170.5B-35
Q2 2025101$177.1B-13
Q1 2025114$163.2B+23
Q4 202491$12.7T+10
Q3 202481$20.4T+4
Q2 202477$12.8T+1
Q1 202476$523.1T—

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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 $62.2B in shares. This quarter, 13 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 $62.2B in shares.

Is institutional ownership of ISCV increasing or decreasing?

This quarter, 13 institutions opened new positions in ISCV and 4 closed their positions.