We are live on ! Find out more
ISCG icon

iShares Morningstar Small-Cap Growth ETF
ISCG

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: 1 → 2 (+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: 147 → 149 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$18.5M
2
MCWS
McKinley Carter Wealth Services
West Virginia
+$6.54M
3
BDF
Black Diamond Financial
Maryland
+$4.35M
4
LPL Financial
LPL Financial
California
+$4.19M
5
ACGA
Atlanta Consulting Group Advisors
Georgia
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$6.53M
2
Bank of America
Bank of America
North Carolina
-$4.44M
3
FFA
Farther Finance Advisors
California
-$1.65M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.15M
5
Morgan Stanley
Morgan Stanley
New York
-$943K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$241K -$77.8K -1,492 -25%
TW
102
Towerpoint Wealth
California
$238K – – –
PAS
103
Park Avenue Securities
New York
$237K +$227K +4,358 New
EIP
104
Ellis Investment Partners
Pennsylvania
$218K +$209K +4,010 New
OFG
105
Opulen Financial Group
Virginia
$218K +$209K +4,006 New
RDFA
106
Ritter Daniher Financial Advisory
Ohio
$217K -$14.2K -273 -6%
DWP
107
Destiny Wealth Partners
Florida
$213K +$204K +3,914 New
KPWS
108
Kestra Private Wealth Services
Texas
$209K +$201K +3,850 New
BHBT
109
Burke & Herbert Bank & Trust
Virginia
$207K +$199K +3,820 New
ASN
110
Advisory Services Network
Georgia
$206K +$198K +3,801 New
AF
111
Advisornet Financial
Minnesota
$202K +$209 +4 +0.1%
WA
112
Whipplewood Advisors
Colorado
$179K – – –
TIM
113
Tortoise Investment Management
New York
$159K – – –
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$152K +$146K +2,800 New
PTC
115
Private Trust Company
Ohio
$150K – – –
SAM
116
Smartleaf Asset Management
Massachusetts
$144K -$2.71K -52 -2%
TPCW
117
TD Private Client Wealth
New York
$117K -$105K -2,005 -48%
TF
118
Tompkins Financial
New York
$106K – – –
CCM
119
Chilton Capital Management
Texas
$89.9K +$86.3K +1,656 New
AIC
120
Archer Investment Corporation
Indiana
$82.3K – – –
CA
121
CoreCap Advisors
Michigan
$71.7K -$23K -442 -25%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$70.1K – – –
GMA
123
Glassy Mountain Advisors
Maryland
$68.3K +$65.5K +1,257 New
PWA
124
Physician Wealth Advisors
Utah
$57.8K – – –
William Blair & Company
125
William Blair & Company
Illinois
$57.7K – – –
3 4
5
6 7

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.