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iShares Morningstar Small-Cap ETF
ISCB

86 hedge funds and large institutions have $107M invested in iShares Morningstar Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

6% more funds holding

Funds holding: 81 → 86 (+5)

3% more capital invested

Capital invested by funds: $104M → $107M (+$3.4M)

0.79% more ownership

Funds ownership: 41.4% → 42.2% (+0.79%)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$555K
2
UCFA
United Capital Financial Advisors
Texas
+$535K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$300K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$296K
5
CPSAC
Chas P. Smith & Associates (CPS)
Florida
+$205K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$660K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$314K
3
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
-$227K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$161K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
76
Cape Investment Advisory
Georgia
$19.5K +$19.3K +300 New
GRP
77
Global Retirement Partners
California
$18.7K – – –
SWM
78
Spire Wealth Management
Virginia
$18.3K +$12.2K +190 +209%
CTA
79
Colonial Trust Advisors
South Carolina
$16.1K – – –
WWA
80
Wealth Watch Advisors
Colorado
$12.2K – – –
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$9.3K – – –
IWP
82
IAG Wealth Partners
Wisconsin
$7.48K – – –
AIC
83
Archer Investment Corporation
Indiana
$5.98K -$7.46K -116 -56%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$5.92K – – –
SS
85
Sunbelt Securities
Texas
$5.2K +$5.15K +80 New
LFG
86
Larson Financial Group
Missouri
$669 – – –
SDWMA
87
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$227K -3,572 Closed
PS
88
Principal Securities
Iowa
– -$78.2K -1,233 Closed
ATS
89
Ashton Thomas Securities
New York
– -$69.8K -1,100 Closed
1 2 3
4

ISCB Hedge Fund Activity: Q4 2025 in Review

86 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q4 2025, worth a combined $107M — up 3.3% from $104M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ISCB positions and 3 closed out — a net gain of 6 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $555K. The largest seller was Morgan Stanley, cutting an estimated $660K.

  • 86 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q4 2025, up from 81 in Q3 2025.
  • Funds reported $107M of iShares Morningstar Small-Cap ETF stock for Q4 2025, up 3.3% quarter-over-quarter.
  • 9 funds opened new iShares Morningstar Small-Cap ETF positions in Q4 2025 and 3 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Small-Cap ETF buyer in Q4 2025 was LPL Financial, an estimated $555K added.
  • The largest iShares Morningstar Small-Cap ETF seller in Q4 2025 was Morgan Stanley, an estimated $660K sold.

Based on aggregated 13F filings for Q4 2025.