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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 %
CW
51
CreativeOne Wealth
Kansas
$730K +$44.2K +889 +6%
CGA
52
Crescent Grove Advisors
Illinois
$713K – – –
AWS
53
Atria Wealth Solutions
New York
$686K +$354K +7,053 +106%
CMP
54
Courage Miller Partners
Virginia
$684K -$23.3K -469 -3%
AAS
55
Asset Allocation Strategies
Michigan
$654K -$99.5K -2,000 -13%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$625K -$667K -13,405 -52%
Corient Private Wealth
57
Corient Private Wealth
Florida
$612K – – –
Jane Street
58
Jane Street
New York
$605K -$1.3M -26,148 -68%
PAG
59
Private Advisor Group
New Jersey
$556K -$521K -10,467 -48%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$555K -$12.9K -260 -2%
Lido Advisors
61
Lido Advisors
California
$551K +$896 +18 +0.2%
GJWM
62
Gilliland Jeter Wealth Management
Arkansas
$546K +$43.3K +871 +9%
GRP
63
Global Retirement Partners
California
$523K +$523K +10,507 New
Northern Trust
64
Northern Trust
Illinois
$522K -$647 -13 -0.1%
PS
65
Principal Securities
Iowa
$510K +$66.3K +1,333 +15%
FTS
66
Fifth Third Securities
Ohio
$501K +$501K +10,068 New
Financial Engines Advisors
67
Financial Engines Advisors
California
$492K +$492K +9,897 New
VWA
68
Visionary Wealth Advisors
Illinois
$491K +$222K +4,453 +82%
AWM
69
Avior Wealth Management
Nebraska
$479K -$30.9K -621 -6%
CFD
70
Creative Financial Designs
Indiana
$445K -$850K -17,089 -66%
EH
71
Equitable Holdings
New York
$439K +$114K +2,301 +35%
AHC
72
Adell Harriman & Carpenter
Texas
$438K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$396K -$26.7K -536 -6%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$395K – – –
KAS
75
Kestra Advisory Services
Texas
$395K -$7.56K -152 -2%
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3
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