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iShares Morningstar Small-Cap ETF
ISCB

86 hedge funds and large institutions have $105M invested in iShares Morningstar Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

0.16% more ownership

Funds ownership: 42.2% → 42.35% (+0.16%)

0% more funds holding

Funds holding: 86 → 86 (0)

2% less capital invested

Capital invested by funds: $107M → $105M (-$1.7M)

Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
33
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$764K
2
BPA
Beacon Pointe Advisors
California
+$412K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$352K
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$246K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$215K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.84M
2
Morgan Stanley
Morgan Stanley
New York
-$565K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$279K
4
Osaic Holdings
Osaic Holdings
Arizona
-$218K
5
FA
Fountainhead AM
New Jersey
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
76
TS Financial Group (TSFG)
Illinois
$27K – – –
SIM
77
Synergy Investment Management
Florida
$26K +$27K +400 New
HI
78
Harbour Investments
Wisconsin
$24.3K +$25.3K +374 New
CTA
79
Colonial Trust Advisors
South Carolina
$16.1K – – –
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$9.31K – – –
IWP
81
IAG Wealth Partners
Wisconsin
$6.05K -$1.49K -22 -19%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$5.95K – – –
SWM
83
Spire Wealth Management
Virginia
$5.92K -$12.8K -190 -68%
SS
84
Sunbelt Securities
Texas
$5.21K – – –
VAI
85
Vanguard Advisers Inc
Pennsylvania
$4.18K +$4.32K +64 New
LFG
86
Larson Financial Group
Missouri
$671 – – –
Goldman Sachs
87
Goldman Sachs
New York
– -$2.84M -43,648 Closed
FA
88
Fountainhead AM
New Jersey
– -$210K -2,302 Closed
CIA
89
Cape Investment Advisory
Georgia
– -$19.5K -300 Closed
WWA
90
Wealth Watch Advisors
Colorado
– -$12.2K -188 Closed
AIC
91
Archer Investment Corporation
Indiana
– -$5.98K -92 Closed
1 2 3
4

ISCB Hedge Fund Activity: Q1 2026 in Review

86 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q1 2026, worth a combined $105M — down 1.6% from $107M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ISCB positions and 5 closed out — a net gain of 4 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $764K. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.84M sold.

  • 86 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $105M of iShares Morningstar Small-Cap ETF stock for Q1 2026, down 1.6% quarter-over-quarter.
  • 9 funds opened new iShares Morningstar Small-Cap ETF positions in Q1 2026 and 5 closed out, a net change of +4 holders.
  • The largest iShares Morningstar Small-Cap ETF buyer in Q1 2026 was LPL Financial, an estimated $764K added.
  • The largest iShares Morningstar Small-Cap ETF seller in Q1 2026 was Goldman Sachs, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2026.