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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
MWP
76
Madison Wealth Partners
Wisconsin
$435K +$33.7K +646 +9%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$431K
KAS
78
Kestra Advisory Services
Texas
$431K +$261 +5 +0.1%
GS
79
GWN Securities
Florida
$427K +$12.1K +232 +3%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$412K +$41.3K +792 +12%
SFG
81
Synergy Financial Group
California
$410K +$19K +364 +5%
RF
82
rebel Financial
Ohio
$376K -$348K -6,683 Closed
DC
83
Davenport & Co
Virginia
$337K
BCG
84
Breakwater Capital Group
New Jersey
$332K -$57.1K -1,095 -15%
FFA
85
Farther Finance Advisors
California
$329K -$1.65M -31,658 -84%
DADC
86
D.A. Davidson & Co
Montana
$329K +$80K +1,535 +34%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$305K -$2.08K -40 -0.7%
CG
88
Caprock Group
Idaho
$304K +$299K +5,742 New
MFG
89
Merit Financial Group
Georgia
$300K +$35.9K +689 +14%
SOS
90
Silver Oak Securities
Tennessee
$293K +$469 +9 +0.2%
SC
91
Savant Capital
Illinois
$287K -$11.3K -216 -4%
Comerica Bank
92
Comerica Bank
Texas
$276K
BEI
93
Benjamin Edwards Inc
Missouri
$265K +$3.44K +66 +1%
EFA
94
Edge Financial Advisors
Illinois
$263K +$252K +4,834 New
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$259K -$3.18K -61 -1%
JSA
96
Jim Saulnier & Associates
Colorado
$258K +$12.8K +245 +5%
SPIA
97
Steward Partners Investment Advisory
New York
$254K +$52 +1 +0%
TA
98
TFB Advisors
Kansas
$252K -$11.2K -215 -5%
PFS
99
Prospera Financial Services
Texas
$247K +$11.8K +227 +5%
FA
100
Flagstar Advisors
New York
$244K -$11.4K -219 -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.