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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

137 hedge funds and large institutions have $390M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
49
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$82.1M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.8M
4
UBS Group
4
UBS Group
Switzerland
$4.64M
5
Jane Street
5
Jane Street
New York
$1.73M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$149K
2
Bank of America
2
Bank of America
North Carolina
$16.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$47.8M
4
Wells Fargo
4
Wells Fargo
California
$6.35M
5
TPCW
5
TD Private Client Wealth
New York
$316K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$2.53M -$188K -4,164 -7%
LFAS
27
Level Four Advisory Services
Texas
$2.14M – – –
LI
28
LRI Investments
Florida
$2.09M -$93.3K -2,070 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$2M +$1.85K +41 +0.1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.96M -$99.7K -2,213 -5%
Citadel Advisors
31
Citadel Advisors
Florida
$1.8M +$1.8M +40,020 New
Jane Street
32
Jane Street
New York
$1.73M +$1.23M +27,337 +249%
BWA
33
Beam Wealth Advisors
Louisiana
$1.64M +$294K +6,522 +22%
Goldman Sachs
34
Goldman Sachs
New York
$1.59M – – –
IC
35
IEQ Capital
California
$1.45M – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.42M +$16K +356 +1%
RA
37
Rodgers & Associates
Pennsylvania
$1.41M +$17.6K +390 +1%
VW
38
Veridan Wealth
Oregon
$1.34M +$137K +3,037 +11%
FHA
39
Flagship Harbor Advisors
Massachusetts
$1.33M +$15.2K +338 +1%
PWA
40
Phoenix Wealth Advisors
North Carolina
$1.19M -$400K -8,869 -25%
CFD
41
Creative Financial Designs
Indiana
$1.17M -$35.7K -792 -3%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.17M +$870K +19,321 +290%
VCS
43
Vaughan & Co Securities
New Jersey
$1.13M – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.08M -$421K -9,337 -28%
PIA
45
Perennial Investment Advisors
California
$1.02M +$128K +2,831 +14%
Creative Planning
46
Creative Planning
Kansas
$991K +$540K +11,992 +120%
SWM
47
Shelton Wealth Management
Texas
$986K -$75K -1,665 -7%
PAG
48
Private Advisor Group
New Jersey
$975K -$496 -11 -0.1%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$928K +$479K +10,643 +107%
CP
50
Creekside Partners
California
$910K -$46.5K -1,033 -5%
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