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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

146 hedge funds and large institutions have $397M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
49
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
Rockport Wealth
Ohio
$16.1M
2
LPL Financial
LPL Financial
California
$21.6M
3
FFA
Farther Finance Advisors
California
$1.88M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.41M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$24.4M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$49.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.2M
3
Morgan Stanley
Morgan Stanley
New York
$12.6M
4
BDF
Black Diamond Financial
Maryland
$5.32M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$19.1K +$19.1K +384 New
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$18K +$4.98K +100 +38%
MA
128
MCF Advisors
Kentucky
$17.1K – – –
NS
129
NBC Securities
Alabama
$16K -$1.38K -29 -8%
AAS
130
Ameritas Advisory Services
Nebraska
$14.6K +$14.6K +293 New
NSIM
131
North Star Investment Management
Illinois
$11.6K +$50 +1 +0.4%
LWA
132
Lowe Wealth Advisors
Maryland
$10.5K – – –
MWM
133
MGB Wealth Management
Texas
$9.97K – – –
LFA
134
Legend Financial Advisors
Pennsylvania
$6.72K +$6.72K +135 New
GG
135
Gleason Group
Kentucky
$6.34K – – –
WA
136
WPG Advisers
Maryland
$5.57K – – –
CWP
137
Concord Wealth Partners
Virginia
$5.57K +$5.57K +112 New
CTWM
138
Cherry Tree Wealth Management
Minnesota
$3.78K – – –
IF
139
Integrity Financial
Wyoming
$3.78K – – –
IRC
140
Investors Research Corp
Georgia
$3.58K – – –
Russell Investments Group
141
Russell Investments Group
United Kingdom
$2.79K +$2.79K +56 New
AG
142
AmeriFlex Group
Nevada
$2.48K – – –
CPBTD
143
Central Pacific Bank - Trust Division
Hawaii
$2.39K – – –
HNB
144
Huntington National Bank
Ohio
$1.54K +$1.49K +30 +3,000%
CWM
145
Copia Wealth Management
Oregon
$1.24K – – –
AC
146
AlphaCore Capital
California
$995 +$995 +20 New
FHA
147
Flagship Harbor Advisors
Massachusetts
– -$1.33M -29,508 Closed
FTUS
148
Flow Traders U.S.
New York
– -$770K -17,093 Closed
Stifel Financial
149
Stifel Financial
Missouri
– -$581K -12,889 Closed
CCAL
150
City Center Advisors LLC
Michigan
– -$556K -12,338 Closed
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