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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 %
GS
76
GWN Securities
Florida
$379K +$65.8K +1,322 +21%
MWP
77
Madison Wealth Partners
Wisconsin
$367K +$11.5K +231 +3%
BCG
78
Breakwater Capital Group
New Jersey
$359K -$48.9K -982 -12%
SFG
79
Synergy Financial Group
California
$358K – – –
Jones Financial Companies
80
Jones Financial Companies
Missouri
$338K +$100K +2,021 +42%
RF
81
rebel Financial
Ohio
$333K +$333K +6,683 New
DC
82
Davenport & Co
Virginia
$309K – – –
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$298K +$298K +5,888 New
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$281K – – –
SC
85
Savant Capital
Illinois
$274K +$100 +2 +0%
SOS
86
Silver Oak Securities
Tennessee
$268K +$398 +8 +0.1%
Comerica Bank
87
Comerica Bank
Texas
$253K – – –
CPSAC
88
Chas P. Smith & Associates (CPS)
Florida
$250K -$205K -4,125 -45%
Citigroup
89
Citigroup
New York
$250K -$8.86K -178 -3%
MFG
90
Merit Financial Group
Georgia
$241K -$5.03K -101 -2%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$241K +$241K +4,837 New
BEI
92
Benjamin Edwards Inc
Missouri
$239K – – –
TA
93
TFB Advisors
Kansas
$237K -$2.69K -54 -1%
FA
94
Flagstar Advisors
New York
$235K +$249 +5 +0.1%
SPIA
95
Steward Partners Investment Advisory
New York
$233K +$107K +2,143 +84%
DADC
96
D.A. Davidson & Co
Montana
$225K +$225K +4,525 New
JSA
97
Jim Saulnier & Associates
Colorado
$224K -$42.6K -857 -16%
TW
98
Towerpoint Wealth
California
$218K +$218K +4,374 New
PFS
99
Prospera Financial Services
Texas
$215K +$215K +4,318 New
RDFA
100
Ritter Daniher Financial Advisory
Ohio
$213K +$60.9K +1,223 +40%
2 3
4
5 6