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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 %
NA
51
NewEdge Advisors
Louisiana
$843K +$1.89K +42 +0.2%
KFI
52
Key Financial Inc
Pennsylvania
$815K +$139K +3,087 +21%
FTUS
53
Flow Traders U.S.
New York
$770K +$770K +17,093 New
AAS
54
Asset Allocation Strategies
Michigan
$682K -$242K -5,370 -26%
CGA
55
Crescent Grove Advisors
Illinois
$646K – – –
CMP
56
Courage Miller Partners
Virginia
$640K -$8.2K -182 -1%
CW
57
CreativeOne Wealth
Kansas
$621K +$47.3K +1,051 +8%
Stifel Financial
58
Stifel Financial
Missouri
$581K -$162K -3,600 -22%
CCAL
59
City Center Advisors LLC
Michigan
$556K -$4.96K -110 -0.9%
Corient Private Wealth
60
Corient Private Wealth
Florida
$554K -$5.59K -124 -1%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$514K -$8.29K -184 -2%
Lido Advisors
62
Lido Advisors
California
$498K +$676 +15 +0.1%
Northern Trust
63
Northern Trust
Illinois
$473K -$36K -800 -7%
AWM
64
Avior Wealth Management
Nebraska
$461K -$66K -1,466 -13%
GJWM
65
Gilliland Jeter Wealth Management
Arkansas
$455K +$5.5K +122 +1%
PS
66
Principal Securities
Iowa
$441K – – –
CPSAC
67
Chas P. Smith & Associates (CPS)
Florida
$412K -$10.8K -240 -3%
AHC
68
Adell Harriman & Carpenter
Texas
$396K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$383K +$162K +3,601 +73%
BCG
70
Breakwater Capital Group
New Jersey
$369K -$991 -22 -0.3%
KAS
71
Kestra Advisory Services
Texas
$364K +$180 +4 +0%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$358K – – –
SFG
73
Synergy Financial Group
California
$324K – – –
MWP
74
Madison Wealth Partners
Wisconsin
$322K -$31.9K -708 -9%
TPCW
75
TD Private Client Wealth
New York
$316K -$428K -9,490 -57%
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