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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
CGA
51
Crescent Grove Advisors
Illinois
$713K – – –
AWS
52
Atria Wealth Solutions
New York
$686K +$326K +7,053 +106%
CMP
53
Courage Miller Partners
Virginia
$684K -$21.7K -469 -3%
AAS
54
Asset Allocation Strategies
Michigan
$654K -$92.3K -2,000 -13%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$625K -$619K -13,405 -52%
Corient Private Wealth
56
Corient Private Wealth
Florida
$612K – – –
Jane Street
57
Jane Street
New York
$605K -$1.21M -26,148 -68%
PAG
58
Private Advisor Group
New Jersey
$556K -$483K -10,467 -48%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$555K -$12K -260 -2%
Lido Advisors
60
Lido Advisors
California
$551K +$831 +18 +0.2%
GJWM
61
Gilliland Jeter Wealth Management
Arkansas
$546K +$40.2K +871 +9%
GRP
62
Global Retirement Partners
California
$523K +$485K +10,507 New
Northern Trust
63
Northern Trust
Illinois
$522K -$600 -13 -0.1%
PS
64
Principal Securities
Iowa
$510K +$61.5K +1,333 +15%
FTS
65
Fifth Third Securities
Ohio
$501K +$465K +10,068 New
Financial Engines Advisors
66
Financial Engines Advisors
California
$492K +$457K +9,897 New
VWA
67
Visionary Wealth Advisors
Illinois
$491K +$206K +4,453 +82%
AWM
68
Avior Wealth Management
Nebraska
$479K -$28.7K -621 -6%
CFD
69
Creative Financial Designs
Indiana
$445K -$789K -17,089 -66%
EH
70
Equitable Holdings
New York
$439K +$106K +2,301 +35%
AHC
71
Adell Harriman & Carpenter
Texas
$438K – – –
BW
72
Basepoint Wealth
Iowa
$415K +$323 +7 +0.1%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$396K -$24.7K -536 -6%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$395K – – –
KAS
75
Kestra Advisory Services
Texas
$395K -$7.02K -152 -2%
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.