ISCG icon

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 %
AWS
76
Atria Wealth Solutions
New York
$299K -$27K -599 -8%
EH
77
Equitable Holdings
New York
$294K +$15.9K +352 +6%
GS
78
GWN Securities
Florida
$284K +$284K +6,296 New
DC
79
Davenport & Co
Virginia
$279K – – –
CG
80
Caprock Group
Idaho
$259K +$259K +5,742 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$254K – – –
SC
82
Savant Capital
Illinois
$248K -$32.6K -724 -12%
VWA
83
Visionary Wealth Advisors
Illinois
$244K +$225 +5 +0.1%
SOS
84
Silver Oak Securities
Tennessee
$243K +$542 +12 +0.2%
JSA
85
Jim Saulnier & Associates
Colorado
$242K +$11.4K +254 +5%
MF
86
Montis Financial
Massachusetts
$240K -$48.6K -1,078 -17%
Citigroup
87
Citigroup
New York
$234K -$14.8K -328 -6%
GWM
88
Geneos Wealth Management
Colorado
$229K +$211K +4,689 +1,212%
Comerica Bank
89
Comerica Bank
Texas
$229K +$38.7K +860 +20%
MFG
90
Merit Financial Group
Georgia
$222K -$105K -2,331 -32%
FFA
91
Farther Finance Advisors
California
$222K +$221K +4,909 +70,129%
CWM
92
Congress Wealth Management
Massachusetts
$219K +$219K +4,870 New
TA
93
TFB Advisors
Kansas
$217K -$2.03K -45 -0.9%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$217K +$32.9K +729 +18%
BEI
95
Benjamin Edwards Inc
Missouri
$217K – – –
FA
96
Flagstar Advisors
New York
$212K +$811 +18 +0.4%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$188K – – –
AF
98
Advisornet Financial
Minnesota
$175K -$1.49K -33 -0.8%
HI
99
Harbour Investments
Wisconsin
$170K +$26.7K +592 +19%
WA
100
Whipplewood Advisors
Colorado
$149K -$3.28M -3,157 -96%
2 3
4
5 6