iShares Morningstar Small-Cap ETF
ISCB
88 hedge funds and large institutions have $121M invested in iShares Morningstar Small-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $105M → $121M (+$15.6M)
2% more funds holding
Funds holding: 86 → 88 (+2)
0.17% less ownership
Funds ownership: 42.35% → 42.19% (-0.17%)
11% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$599K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$588K |
| 3 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$428K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$358K |
| 5 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWG
KFA Private Wealth Group
Tysons,
Virginia
|
-$702K |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$537K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$495K |
| 4 |
JSA
Jim Saulnier & Associates
Fort Collins,
Colorado
|
-$378K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$320K |
ISCB Hedge Fund Activity: Q2 2026 in Review
88 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q2 2026, worth a combined $121M — up 15% from $105M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ISCB positions and 5 closed out — a net gain of 5 holders — while 24 added to existing stakes and 27 trimmed.
The largest buyer was LPL Financial, adding an estimated $599K. The largest seller was KFA Private Wealth Group, exiting entirely with an estimated $702K sold.
- 88 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q2 2026, up from 86 in Q1 2026.
- Funds reported $121M of iShares Morningstar Small-Cap ETF stock for Q2 2026, up 15% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Small-Cap ETF positions in Q2 2026 and 5 closed out, a net change of +5 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q2 2026 was LPL Financial, an estimated $599K added.
- The largest iShares Morningstar Small-Cap ETF seller in Q2 2026 was KFA Private Wealth Group, an estimated $702K sold.
Based on aggregated 13F filings for Q2 2026.