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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

145 hedge funds and large institutions have $396M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
49
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
Rockport Wealth
Ohio
$16.1M
2
LPL Financial
2
LPL Financial
California
$21.6M
3
FFA
3
Farther Finance Advisors
California
$1.88M
4
LWANC
4
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.41M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$24.4M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$49.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$47.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.6M
4
BDF
4
Black Diamond Financial
Maryland
$5.32M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$49.8M 1,001,405 -821,949 -45%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$47.2M 948,308 -113,558 -11%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.4M 490,694 +25,362 +5%
LPL Financial
4
LPL Financial
California
$21.6M 434,903 +38,089 +10%
AAS
5
Avantax Advisory Services
Texas
$18.8M 378,433 -20,546 -5%
Bank of America
6
Bank of America
North Carolina
$17.2M 344,809 -26,626 -7%
RW
7
Rockport Wealth
Ohio
$16.1M 324,071 +324,071 New
GFA
8
Gallagher Fiduciary Advisors
Illinois
$14.9M 299,710 +13,957 +5%
AI
9
Atria Investments
North Carolina
$14.7M 295,476 +12,321 +4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$13.2M 264,481 -28,163 -10%
Morgan Stanley
11
Morgan Stanley
New York
$12.6M 253,968 -99,093 -28%
MTC
12
Matrix Trust Company
Colorado
$8.33M 167,423 +2,123 +1%
SCM
13
Steele Capital Management
Iowa
$8.33M 167,423 +2,123 +1%
Wells Fargo
14
Wells Fargo
California
$7.53M 151,370 +10,328 +7%
OWM
15
Opes Wealth Management
California
$6.32M 127,069 +8,869 +8%
Raymond James Financial
16
Raymond James Financial
Florida
$5.85M 117,644 +430 +0.4%
IAG
17
Ipsen Advisor Group
Arkansas
$5.58M 112,232 +3,334 +3%
Ameriprise
18
Ameriprise
Minnesota
$5.37M 107,967 -2,180 -2%
BDF
19
Black Diamond Financial
Maryland
$5.32M 106,873 -36,469 -25%
UBS Group
20
UBS Group
Switzerland
$5.31M 106,795 +3,777 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.82M 97,449 -3,074 -3%
NAMNJ
22
NorthStar Asset Management (New Jersey)
New Jersey
$4.54M 91,296 +4,617 +5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.15M 83,468 -226 -0.3%
CAC
24
Certified Advisory Corp
Florida
$3.65M 73,332 +294 +0.4%
IWP
25
IAG Wealth Partners
Wisconsin
$3.45M 69,317 -5,585 -7%
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