We are live on ! Find out more
ISCG icon

iShares Morningstar Small-Cap Growth ETF

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: 12 (+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: 147149 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$53.6K +$1.88K +36 +4%
AssetMark Inc
127
AssetMark Inc
California
$47.3K -$1.46K -28 -3%
MG
128
Mather Group
Illinois
$46.3K +$44.4K +852 New
IA
129
IFP Advisors
Florida
$30.9K
GWM
130
Geneos Wealth Management
Colorado
$25.2K -$102K -1,957 -81%
MCM
131
MAI Capital Management
Ohio
$24.4K
MEG
132
Millstone Evans Group
Colorado
$24K
MCM
133
Manchester Capital Management
Vermont
$21.2K
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$19.6K
MA
135
MCF Advisors
Kentucky
$18.6K
NS
136
NBC Securities
Alabama
$14K -$4.17K -80 -24%
NSIM
137
North Star Investment Management
Illinois
$12.7K
LWA
138
Lowe Wealth Advisors
Maryland
$11.4K
MWM
139
MGB Wealth Management
Texas
$10.9K +$52 +1 +0.5%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$10.1K +$9.7K +186 New
CPG
141
Cornerstone Planning Group
New Jersey
$8.27K +$7.82K +150 New
GG
142
Gleason Group
Kentucky
$6.93K +$52 +1 +0.8%
WA
143
WPG Advisers
Maryland
$6.09K
CTWM
144
Cherry Tree Wealth Management
Minnesota
$4.13K
IF
145
Integrity Financial
Wyoming
$4.13K
IRC
146
Investors Research Corp
Georgia
$3.91K
Russell Investments Group
147
Russell Investments Group
United Kingdom
$3.04K
CPBTD
148
Central Pacific Bank - Trust Division
Hawaii
$2.61K
CWM
149
Copia Wealth Management
Oregon
$1.36K
LFG
150
Larson Financial Group
Missouri
$1.36K +$1.3K +25 New

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.