ISCG icon

iShares Morningstar Small-Cap Growth ETF

154 hedge funds and large institutions have $488M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
51
Phoenix Wealth Advisors
North Carolina
$1.1M
AWA
52
Arkadios Wealth Advisors
Georgia
$1.03M
JWM
53
Jacksonville Wealth Management
Florida
$834K
CGA
54
Crescent Grove Advisors
Illinois
$795K
Stifel Financial
55
Stifel Financial
Missouri
$783K
VWA
56
Visionary Wealth Advisors
Illinois
$761K
CW
57
CreativeOne Wealth
Kansas
$718K
Corient Private Wealth
58
Corient Private Wealth
Florida
$683K
GJWM
59
Gilliland Jeter Wealth Management
Arkansas
$678K
PAG
60
Private Advisor Group
New Jersey
$619K
MWM
61
MGB Wealth Management
Texas
$605K
Lido Advisors
62
Lido Advisors
California
$602K
Northern Trust
63
Northern Trust
Illinois
$582K
FTS
64
Fifth Third Securities
Ohio
$572K
CFD
65
Creative Financial Designs
Indiana
$561K
CMP
66
Courage Miller Partners
Virginia
$541K
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$528K
AWM
68
Avior Wealth Management
Nebraska
$522K
PS
69
Principal Securities
Iowa
$504K
GS
70
GWN Securities
Florida
$484K
KAS
71
Kestra Advisory Services
Texas
$480K
AAS
72
Asset Allocation Strategies
Michigan
$479K
Jones Financial Companies
73
Jones Financial Companies
Missouri
$478K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$478K
BW
75
Basepoint Wealth
Iowa
$464K