ISCV

Ishares Morningstar Small-ca

+$14.2M

Net Activity

Institutions Holding

126

Popularity Rank

#3955

Avg Weight

0.27%

Total Value

$342.9M

Ownership Trend

126 institutions currently hold ISCV, with 59 net buyers and 50 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

50

Net Buying Institutions

59

Key Holders

Key Holders

Top 5 by Value

ET
Exchange Traded Concepts, LLC
$65.8M
MS
Morgan Stanley
$20.8M
V&
VAUGHAN & Co SECURITIES, INC.
$20.4M
FP
Focus Partners Wealth
$20.0M
RB
Royal Bank Of Canada
$16.3M

Top 5 by Conviction

V&
VAUGHAN & Co SECURITIES, INC.
10.59%
GC
Granville Capital, INC.
4.33%
MG
MB Generational Wealth, LLC
3.38%
IA
Ipsen Advisor Group LLC
2.71%
MT
Matrix Trust Co
2.17%
View all 126 holding institutions

Quarterly Activity

Recent Activity

+$228.0M

Total Buy Value

$118.4M

Total Sell Value

New buy11
Trim36
Add48
Sold out14

59

Net Buyers

50

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES MORNINGSTAR SMALL-CA (ISCV)?
Major stakeholders currently include Exchange Traded Concepts, LLC ($65.8M), Morgan Stanley ($20.8M), VAUGHAN & Co SECURITIES, INC. ($20.4M). Based on the latest 13F filings, there are a total of 126 tracked investment funds and institutions maintaining positions in ISCV.
What is the overall institutional sentiment toward ISCV recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $14.2M, driven by 59 managers accumulating shares while 50 reduced their exposure.
Which institutions have been selling or reducing their ISCV positions?
In the latest period, 36 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $118.4M.
Are there any notable investors adding ISCV to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 48 existing holders added to their shares. The total reported buy value for the quarter amounted to $228.0M.

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