iShares Morningstar Small-Cap ETF
ISCB
80 hedge funds and large institutions have $80.9M invested in iShares Morningstar Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 7 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 19
0.77% less ownership
Funds ownership: 39.07% → 38.3% (-0.77%)
4% less funds holding
Funds holding: 83 → 80 (-3)
10% less capital invested
Capital invested by funds: $89.4M → $80.9M (-$8.5M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$661K |
| 2 |
KPWG
KFA Private Wealth Group
Tysons,
Virginia
|
+$633K |
| 3 |
JP Morgan Chase
New York
|
+$533K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$243K |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$1.17M |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$980K |
| 3 |
Morgan Stanley
New York
|
-$687K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$319K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$259K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTA
76
Colonial Trust Advisors
Spartanburg,
South Carolina
| $13.4K | – | – | – |
|
|
HNB
77
Huntington National Bank
Columbus,
Ohio
| $12.1K | – | – | – |
|
|
AIC
78
Archer Investment Corporation
Carmel,
Indiana
| $11.3K | – | – | – |
|
79
Russell Investments Group
London,
United Kingdom
| $4.88K | – | – | – |
|
|
SS
80
Sunbelt Securities
Houston,
Texas
| $4.33K | – | – | – |
|
|
LFG
81
Larson Financial Group
St Louis,
Missouri
| $551 | – | – | – |
|
|
ACP
82
Aveo Capital Partners
Englewood,
Colorado
| – | -$1.17M | -19,902 | Closed |
|
|
CWA
83
Continuum Wealth Advisors
Saratoga Springs,
New York
| – | -$241K | -4,116 | Closed |
|
|
KAS
84
Kestra Advisory Services
Austin,
Texas
| – | -$233K | -3,970 | Closed |
|
85
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$217K | -3,700 | Closed |
|
|
SFP
86
Strategic Financial Planning
Plano,
Texas
| – | -$210K | -3,580 | Closed |
|
|
MFG
87
Merit Financial Group
Alpharetta,
Georgia
| – | -$206K | -3,517 | Closed |
|
88
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$201K | -3,428 | Closed |
|
ISCB Hedge Fund Activity: Q1 2025 in Review
80 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q1 2025, worth a combined $80.9M — down 9.5% from $89.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ISCB and 5 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 30 added.
The largest buyer was Jane Street, opening a new position worth an estimated $661K. The largest seller was Aveo Capital Partners, exiting entirely with an estimated $1.17M sold.
- 80 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q1 2025, down from 83 in Q4 2024.
- Funds reported $80.9M of iShares Morningstar Small-Cap ETF stock for Q1 2025, down 9.5% quarter-over-quarter.
- 5 funds opened new iShares Morningstar Small-Cap ETF positions in Q1 2025 and 7 closed out, a net change of -2 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q1 2025 was Jane Street, an estimated $661K added.
- The largest iShares Morningstar Small-Cap ETF seller in Q1 2025 was Aveo Capital Partners, an estimated $1.17M sold.
Based on aggregated 13F filings for Q1 2025.