ISCG icon

iShares Morningstar Small-Cap Growth ETF

152 hedge funds and large institutions have $487M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFA
101
Edge Financial Advisors
Illinois
$251K
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$245K
PAS
103
Park Avenue Securities
New York
$242K
AWA
104
Asempa Wealth Advisors
Louisiana
$240K
CPSAC
105
Chas P. Smith & Associates (CPS)
Florida
$238K
DWP
106
Destiny Wealth Partners
Florida
$231K
BWA
107
BlueChip Wealth Advisors
Georgia
$228K
OFG
108
Opulen Financial Group
Virginia
$223K
RDFA
109
Ritter Daniher Financial Advisory
Ohio
$222K
KPWS
110
Kestra Private Wealth Services
Texas
$214K
ASN
111
Advisory Services Network
Georgia
$213K
BHBT
112
Burke & Herbert Bank & Trust
Virginia
$212K
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$210K
FA
114
Flagstar Advisors
New York
$207K
AF
115
Advisornet Financial
Minnesota
$206K
SF
116
Summit Financial
New Jersey
$204K
WA
117
Whipplewood Advisors
Colorado
$183K
CIA
118
Cape Investment Advisory
Georgia
$162K
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$155K
GAFA
120
Garton & Associates Financial Advisors
Kentucky
$142K
SAM
121
Smartleaf Asset Management
Massachusetts
$133K
TPCW
122
TD Private Client Wealth
New York
$119K
TF
123
Tompkins Financial
New York
$108K
LWANC
124
Laurel Wealth Advisors (North Carolina)
North Carolina
$78.2K
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$71.6K