ISHARES MORNINGSTAR SMALL-CA (ISCV) Institutional Ownership Changes & 13F Activity
ISHARES MORNINGSTAR SMALL-CA (ISCV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Susquehanna International Group, Llp, Jpmorgan Chase & Co, Ameriprise Financial Inc, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -1,466 | -1.1% | 132,339 | $10.36M | Q2 2026 | Sep 23, 2026 |
| Parkside Financial Bank & Trust | Buy | +1 | +1.4% | 73 | $5.69K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +8,810 | — | 8,810 | $689.99K | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | Sell | -12,874 | -62.1% | 7,856 | $615.26K | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -64,081 | -43.1% | 84,708 | $6.63M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +48,303 | — | 48,303 | $3.78M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +39,488 | — | 39,488 | $3.09M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -23,335 | -9.9% | 211,190 | $16.54M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -10,841 | -32.2% | 22,823 | $1.79M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -6,782 | -3.4% | 195,089 | $15.28M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -5,974 | -68.1% | 2,804 | $219.60K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +3,671 | +47.4% | 11,423 | $895.79K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,912 | -1.7% | 109,773 | $8.60M | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Buy | +1,151 | +4.1% | 29,046 | $2.27M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -371 | -7.6% | 4,511 | $353.51K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +1 | +0.0% | 2,956 | $231.47K | Q2 2026 | Aug 14, 2026 |
| Panoramic Investment Advisors, Llc | Buy | +13,625 | — | 13,625 | $1.07M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -10,785 | -3.6% | 289,008 | $22.63M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Buy | +9,900 | +142.4% | 16,850 | $1.32M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -6,796 | -43.5% | 8,835 | $691.93K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +4,623 | +3.5% | 137,101 | $10.74M | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, Llc | Sell | -1,230 | -3.6% | 33,407 | $2.62M | Q2 2026 | Aug 13, 2026 |
| Hantz Financial Services, Inc. | Buy | +508 | — | 508 | $40.00K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +188 | +3.8% | 5,099 | $399.36K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -127 | -0.4% | 34,603 | $2.71M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -25 | -0.8% | 3,273 | $256.34K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +45,893 | — | 45,893 | $3.60M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -8,978 | -3.1% | 279,159 | $21.86M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +3,569 | — | 3,569 | $279.55K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +2,892 | +5.0% | 61,248 | $4.80M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about ISCV activity
Which institutional owners are buying ISCV?
Institutional owners buying ISCV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ISCV activity?
"Buy" means an investor increased their reported position in ISCV compared to the prior reporting period. This reflects growing exposure to ISHARES MORNINGSTAR SMALL-CA (ISCV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ISCV increasing?
Institutional interest in ISCV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.