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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$555K |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$535K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$300K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$296K |
| 5 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$660K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$314K |
| 3 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
-$227K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$161K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$123K |
ISCB Hedge Fund Activity: Q4 2025 in Review
86 of the 8,269 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.