iShares Morningstar Small-Cap Growth ETF
ISCG
139 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, 50 increasing their positions, 42 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
19% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 42
12% more capital invested
Capital invested by funds: $350M → $390M (+$40.9M)
4.54% more ownership
Funds ownership: 55.21% → 59.75% (+4.5%)
1% more funds holding
Funds holding: 138 → 139 (+1)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$67.1M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.35M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.96M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.72M |
| 5 |
Jane Street
New York
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.02M |
| 2 |
JP Morgan Chase
New York
|
-$1.25M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.18M |
| 4 |
TPCW
TD Private Client Wealth
New York
|
-$465K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$457K |
ISCG Hedge Fund Activity: Q1 2025 in Review
139 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q1 2025, worth a combined $390M — up 12% from $350M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ISCG positions and 8 closed out — a net gain of 3 holders — while 50 added to existing stakes and 42 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $67.1M. The largest seller was Bank of America, cutting an estimated $2.02M.
- 139 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q1 2025, up from 138 in Q4 2024.
- Funds reported $390M of iShares Morningstar Small-Cap Growth ETF stock for Q1 2025, up 12% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q1 2025 and 8 closed out, a net change of +3 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $67.1M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q1 2025 was Bank of America, an estimated $2.02M sold.
Based on aggregated 13F filings for Q1 2025.