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iShares Morningstar Small-Cap Growth ETF

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: 12 (+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: 147149 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
51
Visionary Wealth Advisors
Illinois
$814K +$267K +5,114 +52%
IFG
52
Independent Financial Group
California
$811K +$429K +8,233 +123%
CGA
53
Crescent Grove Advisors
Illinois
$779K
Citigroup
54
Citigroup
New York
$758K +$466K +8,936 +178%
Stifel Financial
55
Stifel Financial
Missouri
$733K +$704K +13,498 New
CW
56
CreativeOne Wealth
Kansas
$709K -$83.6K -1,604 -11%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$705K +$21.1K +405 +3%
EH
58
Equitable Holdings
New York
$703K +$215K +4,122 +47%
Corient Private Wealth
59
Corient Private Wealth
Florida
$672K +$3.91K +75 +0.6%
PAG
60
Private Advisor Group
New Jersey
$610K +$3.44K +66 +0.6%
Lido Advisors
61
Lido Advisors
California
$602K +$886 +17 +0.2%
CMP
62
Courage Miller Partners
Virginia
$600K -$140K -2,680 -19%
GJWM
63
Gilliland Jeter Wealth Management
Arkansas
$597K +$678 +13 +0.1%
Northern Trust
64
Northern Trust
Illinois
$569K
GRP
65
Global Retirement Partners
California
$561K -$9.33K -179 -2%
FTS
66
Fifth Third Securities
Ohio
$549K +$2.4K +46 +0.5%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$547K -$56.5K -1,084 -10%
AWM
68
Avior Wealth Management
Nebraska
$519K -$3.23K -62 -0.6%
AAS
69
Asset Allocation Strategies
Michigan
$513K -$193K -3,695 -28%
CFD
70
Creative Financial Designs
Indiana
$512K +$24.6K +471 +5%
Financial Engines Advisors
71
Financial Engines Advisors
California
$506K -$29.8K -571 -6%
AHC
72
Adell Harriman & Carpenter
Texas
$478K
PS
73
Principal Securities
Iowa
$470K -$83.6K -1,603 -16%
BW
74
Basepoint Wealth
Iowa
$454K +$365 +7 +0.1%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$452K +$18.9K +362 +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.