iShares Morningstar Small-Cap ETF
ISCB
81 hedge funds and large institutions have $104M invested in iShares Morningstar Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
8% more capital invested
Capital invested by funds: $95.6M → $104M (+$8.09M)
0.38% more ownership
Funds ownership: 41.02% → 41.4% (+0.38%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1% less funds holding
Funds holding: 82 → 81 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.27M |
| 3 |
LPL Financial
San Diego,
California
|
+$952K |
| 4 |
Morgan Stanley
New York
|
+$467K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.8M |
| 2 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$994K |
| 3 |
CI
CacheTech Inc
Logan,
Utah
|
-$994K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$412K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$225K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWA
76
Wealth Watch Advisors
Englewood,
Colorado
| $11.9K | +$11.5K | +188 | New |
|
77
Bank of Montreal
Toronto,
Ontario, Canada
| $9.07K | +$8.77K | +143 | New |
|
|
IWP
78
IAG Wealth Partners
Waukesha,
Wisconsin
| $7.29K | – | – | – |
|
|
SWM
79
Spire Wealth Management
Mclean,
Virginia
| $5.77K | – | – | – |
|
80
Russell Investments Group
London,
United Kingdom
| $5.75K | +$61 | +1 | +1% |
|
|
LFG
81
Larson Financial Group
St Louis,
Missouri
| $649 | – | – | – |
|
|
AWM
82
Adams Wealth Management
Logan,
Utah
| – | -$994K | -17,050 | Closed |
|
|
CI
83
CacheTech Inc
Logan,
Utah
| – | -$994K | -17,050 | Closed |
|
|
BPA
84
Beacon Pointe Advisors
Newport Beach,
California
| – | -$225K | -3,860 | Closed |
|
85
Franklin Resources
San Mateo,
California
| – | -$146K | -2,500 | Closed |
|
|
TCA
86
Trifecta Capital Advisors
Northbrook,
Illinois
| – | -$74.4K | -1,276 | Closed |
|
|
CIA
87
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$17.5K | -300 | Closed |
|
|
SS
88
Sunbelt Securities
Houston,
Texas
| – | -$4.69K | -80 | Closed |
|
ISCB Hedge Fund Activity: Q3 2025 in Review
81 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q3 2025, worth a combined $104M — up 8.5% from $95.6M a quarter earlier.
Fund positioning in ISCB was balanced in Q3 2025: 7 funds opened new positions, 7 closed out, 27 added to existing stakes and 17 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $4.2M. The largest seller was Susquehanna International Group, cutting an estimated $1.8M.
- 81 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q3 2025, down from 82 in Q2 2025.
- Funds reported $104M of iShares Morningstar Small-Cap ETF stock for Q3 2025, up 8.5% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Small-Cap ETF positions in Q3 2025 and 7 closed out, a net change of 0 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $4.2M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q3 2025 was Susquehanna International Group, an estimated $1.8M sold.
Based on aggregated 13F filings for Q3 2025.