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iShares Morningstar Small-Cap Growth ETF
ISCG

149 hedge funds and large institutions have $443M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $394M → $443M (+$48.6M)

1% more funds holding

Funds holding: 147 → 149 (+2)

1.21% more ownership

Funds ownership: 57.82% → 59.04% (+1.2%)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
56
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$18.5M
2
MCWS
McKinley Carter Wealth Services
West Virginia
+$6.54M
3
BDF
Black Diamond Financial
Maryland
+$4.35M
4
LPL Financial
LPL Financial
California
+$4.19M
5
ACGA
Atlanta Consulting Group Advisors
Georgia
+$2.93M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$6.53M
2
Bank of America
Bank of America
North Carolina
-$4.44M
3
FFA
Farther Finance Advisors
California
-$1.65M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.15M
5
Morgan Stanley
Morgan Stanley
New York
-$943K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
26
Beam Wealth Advisors
Louisiana
$3.84M +$579K +11,097 +19%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.66M +$98.9K +1,896 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.61M +$221K +4,236 +7%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.57M -$48.1K -923 -1%
Mariner
30
Mariner
Kansas
$3.42M -$171K -3,275 -5%
ACGA
31
Atlanta Consulting Group Advisors
Georgia
$3.05M +$2.93M +56,149 New
SWM
32
Steinberganna Wealth Management
New York
$2.76M +$2.65M +50,735 New
LI
33
LRI Investments
Florida
$2.53M – – –
LFAS
34
Level Four Advisory Services
Texas
$2.53M -$48K -920 -2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.27M -$83.1K -1,593 -4%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$2.11M -$2.24K -43 -0.1%
IC
37
IEQ Capital
California
$1.94M +$180K +3,447 +11%
Goldman Sachs
38
Goldman Sachs
New York
$1.92M -$39.7K -761 -2%
RA
39
Rodgers & Associates
Pennsylvania
$1.71M -$23.8K -456 -1%
PIA
40
Perennial Investment Advisors
California
$1.69M +$48.1K +922 +3%
KFI
41
Key Financial Inc
Pennsylvania
$1.6M +$271K +5,207 +22%
VCS
42
Vaughan & Co Securities
New Jersey
$1.35M -$4.17K -80 -0.3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.29M +$133K +2,549 +12%
KCM
44
Kendall Capital Management
Maryland
$1.28M – – –
Creative Planning
45
Creative Planning
Kansas
$1.27M -$259K -4,973 -18%
NA
46
NewEdge Advisors
Louisiana
$1.22M +$357K +6,852 +44%
SWM
47
Shelton Wealth Management
Texas
$1.13M -$47.2K -906 -4%
CP
48
Creekside Partners
California
$1.1M +$1.25K +24 +0.1%
PWA
49
Phoenix Wealth Advisors
North Carolina
$1.07M -$25.9K -496 -2%
Citadel Advisors
50
Citadel Advisors
Florida
$993K -$15.9K -305 -2%
1
2
3 4 5

ISCG Hedge Fund Activity: Q3 2025 in Review

149 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q3 2025, worth a combined $443M — up 12% from $394M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ISCG positions and 16 closed out — a net gain of 4 holders — while 56 added to existing stakes and 41 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $6.53M.

  • 149 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q3 2025, up from 147 in Q2 2025.
  • Funds reported $443M of iShares Morningstar Small-Cap Growth ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 20 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q3 2025 and 16 closed out, a net change of +4 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $18.5M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q3 2025 was JP Morgan Chase, an estimated $6.53M sold.

Based on aggregated 13F filings for Q3 2025.