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iShares Morningstar Small-Cap ETF

88 hedge funds and large institutions have $121M invested in iShares Morningstar Small-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $105M → $121M (+$15.6M)

2% more funds holding

Funds holding: 8688 (+2)

0.17% less ownership

Funds ownership: 42.35%42.19% (-0.17%)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change

ISCB Hedge Fund Activity: Q2 2026 in Review

88 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q2 2026, worth a combined $121M — up 15% from $105M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ISCB positions and 5 closed out — a net gain of 5 holders — while 24 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $599K. The largest seller was KFA Private Wealth Group, exiting entirely with an estimated $702K sold.

  • 88 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q2 2026, up from 86 in Q1 2026.
  • Funds reported $121M of iShares Morningstar Small-Cap ETF stock for Q2 2026, up 15% quarter-over-quarter.
  • 10 funds opened new iShares Morningstar Small-Cap ETF positions in Q2 2026 and 5 closed out, a net change of +5 holders.
  • The largest iShares Morningstar Small-Cap ETF buyer in Q2 2026 was LPL Financial, an estimated $599K added.
  • The largest iShares Morningstar Small-Cap ETF seller in Q2 2026 was KFA Private Wealth Group, an estimated $702K sold.

Based on aggregated 13F filings for Q2 2026.