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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

146 hedge funds and large institutions have $397M 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, 42 reducing their positions, and 11 closing their positions.

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.96%
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
42
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 Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$3.32M +$1.11M +22,228 +50%
Mariner
27
Mariner
Kansas
$3.3M +$508K +10,207 +18%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.26M -$760K -15,276 -19%
BWA
29
Beam Wealth Advisors
Louisiana
$2.96M +$1.15M +23,049 +63%
LFAS
30
Level Four Advisory Services
Texas
$2.36M – – –
LI
31
LRI Investments
Florida
$2.31M – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.16M -$6.27K -126 -0.3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.07M +$507K +10,194 +32%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$1.93M +$908K +18,251 +89%
FFA
35
Farther Finance Advisors
California
$1.88M +$1.63M +32,802 +667%
Goldman Sachs
36
Goldman Sachs
New York
$1.8M +$37.9K +761 +2%
IC
37
IEQ Capital
California
$1.6M – – –
RA
38
Rodgers & Associates
Pennsylvania
$1.59M +$28.4K +570 +2%
PIA
39
Perennial Investment Advisors
California
$1.51M +$377K +7,579 +33%
Creative Planning
40
Creative Planning
Kansas
$1.41M +$315K +6,336 +29%
LWANC
41
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.41M +$1.38M +68,752 +4,876%
VCS
42
Vaughan & Co Securities
New Jersey
$1.24M – – –
KFI
43
Key Financial Inc
Pennsylvania
$1.2M +$305K +6,120 +34%
KCM
44
Kendall Capital Management
Maryland
$1.17M +$1.17M +23,500 New
SWM
45
Shelton Wealth Management
Texas
$1.08M -$8.96K -180 -0.8%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.06M -$129K -2,595 -11%
CP
47
Creekside Partners
California
$1.01M +$1.24K +25 +0.1%
PWA
48
Phoenix Wealth Advisors
North Carolina
$1.01M -$306K -6,157 -23%
Citadel Advisors
49
Citadel Advisors
Florida
$925K -$1.07M -21,438 -54%
NA
50
NewEdge Advisors
Louisiana
$775K -$156K -3,132 -17%
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