We are live on ! Find out more
ISCB icon

iShares Morningstar Small-Cap ETF
ISCB

82 hedge funds and large institutions have $95.6M invested in iShares Morningstar Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $80.9M → $95.6M (+$14.7M)

2.73% more ownership

Funds ownership: 38.3% → 41.02% (+2.7%)

3% more funds holding

Funds holding: 80 → 82 (+2)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.3M
2
LPL Financial
LPL Financial
California
+$3.82M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.88M
4
Bank of America
Bank of America
North Carolina
+$428K
5
AAS
Avantax Advisory Services
Texas
+$344K

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$3.77M
2
AWM
Adams Wealth Management
Utah
-$1.75M
3
CI
CacheTech Inc
Utah
-$1.75M
4
Jane Street
Jane Street
New York
-$613K
5
MML Investors Services
MML Investors Services
Massachusetts
-$508K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
51
Equitable Holdings
New York
$221K +$328 +6 +0.2%
BCWM
52
Bartlett & Co Wealth Management
Ohio
$210K – – –
SFP
53
Strategic Financial Planning
Texas
$209K +$196K +3,580 New
SDWMA
54
Schneider Downs Wealth Management Advisors
Pennsylvania
$208K +$195K +3,572 New
MFG
55
Merit Financial Group
Georgia
$205K +$192K +3,522 New
Franklin Resources
56
Franklin Resources
California
$146K – – –
Citigroup
57
Citigroup
New York
$145K -$169K -3,085 -55%
NS
58
NBC Securities
Alabama
$126K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$98K +$67.5K +1,236 +280%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$94.7K -$8.47K -155 -9%
WA
61
WPG Advisers
Maryland
$94.2K – – –
FFA
62
Farther Finance Advisors
California
$90.4K – – –
TCA
63
Trifecta Capital Advisors
Illinois
$74.4K – – –
Comerica Bank
64
Comerica Bank
Texas
$72.3K +$17K +312 +34%
PS
65
Principal Securities
Iowa
$71.1K +$1.37K +25 +2%
MPCG
66
Matrix Private Capital Group
New York
$46.2K – – –
KFI
67
Key Financial Inc
Pennsylvania
$45K +$3K +55 +8%
GWSA
68
Global Wealth Strategies & Associates
Colorado
$35K – – –
EWA
69
EverSource Wealth Advisors
Alabama
$33.5K – – –
NA
70
NewEdge Advisors
Louisiana
$32.5K +$55 +1 +0.2%
TFGT
71
TS Financial Group (TSFG)
Illinois
$24K – – –
OP
72
ORG Partners
Indiana
$21.2K – – –
CIA
73
Cape Investment Advisory
Georgia
$17.5K – – –
GRP
74
Global Retirement Partners
California
$16.7K +$15.7K +287 New
CTA
75
Colonial Trust Advisors
South Carolina
$14.4K – – –
1 2
3
4

ISCB Hedge Fund Activity: Q2 2025 in Review

82 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q2 2025, worth a combined $95.6M — up 18% from $80.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ISCB positions and 6 closed out — a net gain of 2 holders — while 25 added to existing stakes and 25 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $10.3M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $3.77M sold.

  • 82 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q2 2025, up from 80 in Q1 2025.
  • Funds reported $95.6M of iShares Morningstar Small-Cap ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 8 funds opened new iShares Morningstar Small-Cap ETF positions in Q2 2025 and 6 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Small-Cap ETF buyer in Q2 2025 was Cetera Investment Advisers, an estimated $10.3M added.
  • The largest iShares Morningstar Small-Cap ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2025.