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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

81 hedge funds and large institutions have $94M 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, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11M
2
LPL Financial
LPL Financial
California
+$4.07M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.01M
4
Bank of America
Bank of America
North Carolina
+$457K
5
AAS
Avantax Advisory Services
Texas
+$367K

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$3.77M
2
Jane Street
Jane Street
New York
-$613K
3
MML Investors Services
MML Investors Services
Massachusetts
-$508K
4
BAMG
Brand Asset Management Group
Missouri
-$244K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$224K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
51
Strategic Financial Planning
Texas
$209K +$209K +3,580 New
SDWMA
52
Schneider Downs Wealth Management Advisors
Pennsylvania
$208K +$208K +3,572 New
MFG
53
Merit Financial Group
Georgia
$205K +$205K +3,522 New
Franklin Resources
54
Franklin Resources
California
$146K – – –
Citigroup
55
Citigroup
New York
$145K -$180K -3,085 -55%
NS
56
NBC Securities
Alabama
$126K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$98K +$72.2K +1,236 +280%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$94.7K -$9.02K -155 -9%
WA
59
WPG Advisers
Maryland
$94.2K – – –
FFA
60
Farther Finance Advisors
California
$90.4K – – –
TCA
61
Trifecta Capital Advisors
Illinois
$74.4K – – –
Comerica Bank
62
Comerica Bank
Texas
$72.3K +$18.2K +312 +34%
PS
63
Principal Securities
Iowa
$71.1K +$1.46K +25 +2%
MPCG
64
Matrix Private Capital Group
New York
$46.2K – – –
KFI
65
Key Financial Inc
Pennsylvania
$45K +$3.21K +55 +8%
NP
66
NorthRock Partners
Minnesota
$44.8K – – –
GWSA
67
Global Wealth Strategies & Associates
Colorado
$35K – – –
EWA
68
EverSource Wealth Advisors
Alabama
$33.5K – – –
NA
69
NewEdge Advisors
Louisiana
$32.6K +$58 +1 +0.2%
TFGT
70
TS Financial Group (TSFG)
Illinois
$24K – – –
OP
71
ORG Partners
Indiana
$21.2K – – –
CIA
72
Cape Investment Advisory
Georgia
$17.5K – – –
GRP
73
Global Retirement Partners
California
$16.7K +$16.7K +287 New
CTA
74
Colonial Trust Advisors
South Carolina
$14.4K – – –
HNB
75
Huntington National Bank
Ohio
$13.1K -$12.1K – –
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3
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