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iShares Morningstar Small-Cap Growth ETF
ISCG

147 hedge funds and large institutions have $394M 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, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

6% more funds holding

Funds holding: 139 → 147 (+8)

1% more capital invested

Capital invested by funds: $390M → $394M (+$3.72M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.92% less ownership

Funds ownership: 59.75% → 57.82% (-1.9%)

Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.94%
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
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RW
Rockport Wealth
Ohio
+$15M
2
LPL Financial
LPL Financial
California
+$1.76M
3
FFA
Farther Finance Advisors
California
+$1.51M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.17M
5
KCM
Kendall Capital Management
Maryland
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$37.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.24M
3
Morgan Stanley
Morgan Stanley
New York
-$4.57M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.71M
5
BDF
Black Diamond Financial
Maryland
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$3.3M +$471K +10,207 +18%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.26M -$705K -15,276 -19%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.16M -$1.71M -37,000 -37%
BWA
29
Beam Wealth Advisors
Louisiana
$2.96M +$1.06M +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 -$5.82K -126 -0.3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.07M +$471K +10,194 +32%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$1.93M +$843K +18,251 +89%
FFA
35
Farther Finance Advisors
California
$1.88M +$1.51M +32,802 +667%
Goldman Sachs
36
Goldman Sachs
New York
$1.8M +$35.1K +761 +2%
IC
37
IEQ Capital
California
$1.6M – – –
RA
38
Rodgers & Associates
Pennsylvania
$1.59M +$26.3K +570 +2%
PIA
39
Perennial Investment Advisors
California
$1.51M +$350K +7,579 +33%
Creative Planning
40
Creative Planning
Kansas
$1.41M +$293K +6,336 +29%
VCS
41
Vaughan & Co Securities
New Jersey
$1.24M – – –
KFI
42
Key Financial Inc
Pennsylvania
$1.2M +$283K +6,120 +34%
KCM
43
Kendall Capital Management
Maryland
$1.17M +$1.08M +23,500 New
SWM
44
Shelton Wealth Management
Texas
$1.08M -$8.31K -180 -0.8%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.06M -$120K -2,595 -11%
CP
46
Creekside Partners
California
$1.01M +$1.15K +25 +0.1%
PWA
47
Phoenix Wealth Advisors
North Carolina
$1.01M -$284K -6,157 -23%
Citadel Advisors
48
Citadel Advisors
Florida
$925K -$990K -21,438 -54%
NA
49
NewEdge Advisors
Louisiana
$775K -$145K -3,132 -17%
CW
50
CreativeOne Wealth
Kansas
$730K +$41K +889 +6%
1
2
3 4 5

ISCG Hedge Fund Activity: Q2 2025 in Review

147 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q2 2025, worth a combined $394M — up 0.95% from $390M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ISCG positions and 12 closed out — a net gain of 10 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was Rockport Wealth, opening a new position worth an estimated $15M. The largest seller was Focus Partners Wealth, cutting an estimated $37.9M.

  • 147 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $394M of iShares Morningstar Small-Cap Growth ETF stock for Q2 2025, up 0.95% quarter-over-quarter.
  • 22 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q2 2025 and 12 closed out, a net change of +10 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q2 2025 was Rockport Wealth, an estimated $15M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q2 2025 was Focus Partners Wealth, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2025.