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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$10.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.82M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.88M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$428K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$3.77M |
| 2 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$1.75M |
| 3 |
CI
CacheTech Inc
Logan,
Utah
|
-$1.75M |
| 4 |
Jane Street
New York
|
-$613K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$508K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
76
Huntington National Bank
Columbus,
Ohio
| $13.1K | – | – | – |
|
|
AIC
77
Archer Investment Corporation
Carmel,
Indiana
| $12.1K | – | – | – |
|
|
GWM
78
Geneos Wealth Management
Englewood,
Colorado
| $11K | +$10.3K | +189 | New |
|
|
IWP
79
IAG Wealth Partners
Waukesha,
Wisconsin
| $6.7K | +$6.28K | +115 | New |
|
|
SWM
80
Spire Wealth Management
Mclean,
Virginia
| $5.3K | +$4.97K | +91 | New |
|
81
Russell Investments Group
London,
United Kingdom
| $5.26K | – | – | – |
|
|
SS
82
Sunbelt Securities
Houston,
Texas
| $4.69K | – | – | – |
|
|
LFG
83
Larson Financial Group
St Louis,
Missouri
| $594 | – | – | – |
|
|
AWS
84
Atria Wealth Solutions
New York
| – | -$3.77M | -69,615 | Closed |
|
|
85
Jane Street
New York
| – | -$613K | -11,318 | Closed |
|
|
86
MML Investors Services
Springfield,
Massachusetts
| – | -$508K | -9,381 | Closed |
|
87
Envestnet Asset Management
Chicago,
Illinois
| – | -$224K | -4,132 | Closed |
|
|
NP
88
NorthRock Partners
Minneapolis,
Minnesota
| – | -$41.6K | -768 | Closed |
|
|
SIM
89
Synergy Investment Management
Altamonte Springs,
Florida
| – | -$21.7K | -400 | Closed |
|
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.