We are live on ! Find out more
ISCG icon

iShares Morningstar Small-Cap Growth ETF

160 hedge funds and large institutions have $523M invested in iShares Morningstar Small-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $494M → $523M (+$28.7M)

3% more funds holding

Funds holding: 156160 (+4)

0.55% more ownership

Funds ownership: 61.22%61.77% (+0.55%)

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
70
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$506K -$50.7K -882 -9%
AWM
77
Avior Wealth Management
Nebraska
$505K -$11.2K -194 -2%
MWP
78
Madison Wealth Partners
Wisconsin
$493K +$56K +973 +12%
BW
79
Basepoint Wealth
Iowa
$458K +$403 +7 +0.1%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$454K +$226K +3,937 +93%
JMA
81
J.M. Arbour
Maine
$444K +$466K +8,094 New
AAS
82
Asset Allocation Strategies
Michigan
$441K -$33.2K -578 -7%
SFG
83
Synergy Financial Group
California
$441K +$9.26K +161 +2%
Financial Engines Advisors
84
Financial Engines Advisors
California
$436K -$14.2K -246 -3%
CIBC World Market
85
CIBC World Market
Ontario, Canada
$433K
RSEWM
86
River's Edge Wealth Management
Pennsylvania
$415K -$2.82K -49 -0.7%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$394K -$135K -2,341 -25%
PA
88
Procyon Advisors
Connecticut
$391K +$411K +7,139 New
RF
89
rebel Financial
Ohio
$381K -$9.66K -168 -2%
Jane Street
90
Jane Street
New York
$360K +$378K +6,568 New
DC
91
Davenport & Co
Virginia
$340K
MGIA
92
Moneta Group Investment Advisors
Missouri
$332K +$35.5K +618 +11%
Citigroup
93
Citigroup
New York
$330K +$34.9K +607 +11%
BCG
94
Breakwater Capital Group
New Jersey
$325K -$345 -6 -0.1%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$318K +$59.6K +1,036 +22%
KFAS
96
Keating Financial Advisory Services
Kansas
$308K +$21K +365 +7%
MFG
97
Merit Financial Group
Georgia
$303K +$58 +1 +0%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$301K +$97.5K +1,695 +45%
PCM
99
Passive Capital Management
Maryland
$300K +$315K +5,483 New
SOS
100
Silver Oak Securities
Tennessee
$296K -$230 -4 -0.1%