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iShares Morningstar Small-Cap Growth ETF
ISCG

147 hedge funds and large institutions have $394M 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, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

6% more funds holding

Funds holding: 139 → 147 (+8)

1% more capital invested

Capital invested by funds: $390M → $394M (+$3.72M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.92% less ownership

Funds ownership: 59.75% → 57.82% (-1.9%)

Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.94%
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
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RW
Rockport Wealth
Ohio
+$15M
2
LPL Financial
LPL Financial
California
+$1.76M
3
FFA
Farther Finance Advisors
California
+$1.51M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.17M
5
KCM
Kendall Capital Management
Maryland
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$37.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.24M
3
Morgan Stanley
Morgan Stanley
New York
-$4.57M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.71M
5
BDF
Black Diamond Financial
Maryland
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
126
Manchester Capital Management
Vermont
$19.4K – – –
SWM
127
Spire Wealth Management
Virginia
$19.1K +$17.7K +384 New
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$18K +$4.62K +100 +38%
MA
129
MCF Advisors
Kentucky
$17.1K – – –
NS
130
NBC Securities
Alabama
$16K -$1.34K -29 -8%
AAS
131
Ameritas Advisory Services
Nebraska
$14.6K +$13.5K +293 New
NSIM
132
North Star Investment Management
Illinois
$11.6K +$46 +1 +0.4%
LWA
133
Lowe Wealth Advisors
Maryland
$10.4K – – –
MWM
134
MGB Wealth Management
Texas
$9.97K – – –
LFA
135
Legend Financial Advisors
Pennsylvania
$6.72K +$6.23K +135 New
GG
136
Gleason Group
Kentucky
$6.34K – – –
WA
137
WPG Advisers
Maryland
$5.57K – – –
CWP
138
Concord Wealth Partners
Virginia
$5.57K +$5.17K +112 New
CTWM
139
Cherry Tree Wealth Management
Minnesota
$3.78K – – –
IF
140
Integrity Financial
Wyoming
$3.78K – – –
IRC
141
Investors Research Corp
Georgia
$3.58K – – –
Russell Investments Group
142
Russell Investments Group
United Kingdom
$2.79K +$2.58K +56 New
AG
143
AmeriFlex Group
Nevada
$2.48K – – –
CPBTD
144
Central Pacific Bank - Trust Division
Hawaii
$2.39K – – –
HNB
145
Huntington National Bank
Ohio
$1.54K +$1.39K +30 +3,000%
CWM
146
Copia Wealth Management
Oregon
$1.24K – – –
AC
147
AlphaCore Capital
California
$995 +$923 +20 New
FHA
148
Flagship Harbor Advisors
Massachusetts
– -$1.33M -29,508 Closed
FTUS
149
Flow Traders U.S.
New York
– -$770K -17,093 Closed
Stifel Financial
150
Stifel Financial
Missouri
– -$581K -12,889 Closed
3 4 5
6
7

ISCG Hedge Fund Activity: Q2 2025 in Review

147 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q2 2025, worth a combined $394M — up 0.95% from $390M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ISCG positions and 12 closed out — a net gain of 10 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was Rockport Wealth, opening a new position worth an estimated $15M. The largest seller was Focus Partners Wealth, cutting an estimated $37.9M.

  • 147 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $394M of iShares Morningstar Small-Cap Growth ETF stock for Q2 2025, up 0.95% quarter-over-quarter.
  • 22 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q2 2025 and 12 closed out, a net change of +10 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q2 2025 was Rockport Wealth, an estimated $15M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q2 2025 was Focus Partners Wealth, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2025.