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iShares Morningstar Small-Cap ETF
ISCB

81 hedge funds and large institutions have $104M invested in iShares Morningstar Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

8% more capital invested

Capital invested by funds: $95.6M → $104M (+$8.09M)

0.38% more ownership

Funds ownership: 41.02% → 41.4% (+0.38%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less funds holding

Funds holding: 82 → 81 (-1)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.27M
3
LPL Financial
LPL Financial
California
+$952K
4
Morgan Stanley
Morgan Stanley
New York
+$467K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$437K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.8M
2
AWM
Adams Wealth Management
Utah
-$994K
3
CI
CacheTech Inc
Utah
-$994K
4
UBS Group
UBS Group
Switzerland
-$412K
5
BPA
Beacon Pointe Advisors
California
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
26
Jim Saulnier & Associates
Colorado
$640K -$18K -294 -3%
RIA
27
Richwood Investment Advisors
Ohio
$635K – – –
LFAS
28
Level Four Advisory Services
Texas
$554K – – –
AF
29
Apexium Financial
Texas
$527K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$514K -$40.1K -654 -7%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$507K – – –
PWM
32
Perigon Wealth Management
California
$481K +$429 +7 +0.1%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$470K +$8.59K +140 +2%
PAG
34
Private Advisor Group
New Jersey
$443K -$31.3K -510 -7%
OFG
35
Opulen Financial Group
Virginia
$426K -$48.9K -798 -11%
NIWA
36
New Insight Wealth Advisors
California
$419K -$30.4K -496 -7%
PCM
37
Parsons Capital Management
Rhode Island
$411K – – –
Mariner
38
Mariner
Kansas
$411K +$15.5K +252 +4%
Lido Advisors
39
Lido Advisors
California
$374K +$361K +5,892 New
SPIA
40
Steward Partners Investment Advisory
New York
$365K +$19K +310 +6%
PVAMC
41
PPS&V Asset Management Consultants
Michigan
$365K – – –
CKAIS
42
Christensen King & Associates Investment Services
Washington
$361K +$368 +6 +0.1%
FA
43
Flagstar Advisors
New York
$359K +$61 +1 +0%
PFA
44
Pathway Financial Advisors
Vermont
$276K – – –
ACA
45
Aptus Capital Advisors
Alabama
$258K +$797 +13 +0.3%
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$254K +$736 +12 +0.3%
Creative Planning
47
Creative Planning
Kansas
$249K – – –
EH
48
Equitable Holdings
New York
$241K +$368 +6 +0.2%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$228K – – –
SFP
50
Strategic Financial Planning
Texas
$227K – – –
1
2
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ISCB Hedge Fund Activity: Q3 2025 in Review

81 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q3 2025, worth a combined $104M — up 8.5% from $95.6M a quarter earlier.

Fund positioning in ISCB was balanced in Q3 2025: 7 funds opened new positions, 7 closed out, 27 added to existing stakes and 17 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.2M. The largest seller was Susquehanna International Group, cutting an estimated $1.8M.

  • 81 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q3 2025, down from 82 in Q2 2025.
  • Funds reported $104M of iShares Morningstar Small-Cap ETF stock for Q3 2025, up 8.5% quarter-over-quarter.
  • 7 funds opened new iShares Morningstar Small-Cap ETF positions in Q3 2025 and 7 closed out, a net change of 0 holders.
  • The largest iShares Morningstar Small-Cap ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $4.2M added.
  • The largest iShares Morningstar Small-Cap ETF seller in Q3 2025 was Susquehanna International Group, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2025.