Who Owns ISCV?
iShares Morningstar Small-Cap Value ETF — Institutional Ownership & 13F Holdings
$73.28
-0.63 (-0.85%)
Market Cap
$623.5M
Shares Outstanding
8,048,736
Institutional Holders
114
Total Inst. Value
$164.2M
% of Float Held
—
QoQ Holder Change
+38
Institutional data as of Q1 2025
New Positions
35
Closed Positions
12
Increased
33
Decreased
19
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $23.0M | 387,730 |
| 2 | VAUGHAN & Co SECURITIES, INC.New | $15.8M | 265,688 |
| 3 | Focus Partners Wealth | $14.0M | 236,017 |
| 4 | Matrix Trust CoNew | $11.0M | 186,326 |
| 5 | JONES FINANCIAL COMPANIES LLLP | $9.3M | 60,865 |
| 6 | BANK OF AMERICA CORP /DE/ | $8.8M | 148,918 |
| 7 | RAYMOND JAMES FINANCIAL INC | $8.6M | 144,332 |
| 8 | ROYAL BANK OF CANADA | $6.5M | 110,414 |
| 9 | WELLS FARGO & COMPANY/MN | $6.5M | 108,858 |
| 10 | UBS Group AG | $5.6M | 95,261 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| VAUGHAN & Co SECURITIES, INC.New | +266K | $15.8M |
| Focus Partners Wealth | +178K | $14.0M |
| Matrix Trust CoNew | +186K | $11.0M |
| JONES FINANCIAL COMPANIES LLLP | +56K | $9.3M |
| WELLS FARGO & COMPANY/MN | +17K | $6.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -42K | $2.7M |
| MORGAN STANLEY | -12K | $23.0M |
| BANK OF AMERICA CORP /DE/ | -7K | $8.8M |
| CAPTRUST FINANCIAL ADVISORS | -7K | $2K |
| ROYAL BANK OF CANADA | -6K | $6.5M |
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Frequently Asked Questions
How many institutional investors hold ISCV?
As of Q1 2025, 114 institutional investors report holding ISCV (iShares Morningstar Small-Cap Value ETF) in their 13F filings.
Which hedge fund owns the most ISCV?
The largest institutional holder of ISCV is MORGAN STANLEY with $23.0M in shares.
Are institutions buying or selling ISCV?
This quarter, 35 institutions opened new positions in ISCV and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.