ISCG icon

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.

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

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$49.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$47.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.6M
4
BDF
4
Black Diamond Financial
Maryland
$5.32M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
151
Montis Financial
Massachusetts
– -$240K -5,327 Closed
CWM
152
Congress Wealth Management
Massachusetts
– -$219K -4,870 Closed
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
– -$188K -4,168 Closed
SIM
154
Synergy Investment Management
Florida
– -$63.8K -1,416 Closed
PA
155
PSI Advisors
Florida
– -$44.2K -982 Closed
MG
156
Mather Group
Illinois
– -$39.9K -886 Closed
NWM
157
Nova Wealth Management
Florida
– -$25 -1 Closed
3 4 5 6
7