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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
+$15M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.76M |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.51M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.17M |
| 5 |
KCM
Kendall Capital Management
Rockville,
Maryland
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$37.9M |
| 2 |
JP Morgan Chase
New York
|
-$5.24M |
| 3 |
Morgan Stanley
New York
|
-$4.57M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.71M |
| 5 |
BDF
Black Diamond Financial
Towson,
Maryland
|
-$1.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCAL
151
City Center Advisors LLC
Troy,
Michigan
| – | -$556K | -12,338 | Closed |
|
|
MF
152
Montis Financial
Waltham,
Massachusetts
| – | -$240K | -5,327 | Closed |
|
|
CWM
153
Congress Wealth Management
Boston,
Massachusetts
| – | -$219K | -4,870 | Closed |
|
154
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$188K | -4,168 | Closed |
|
|
SIM
155
Synergy Investment Management
Altamonte Springs,
Florida
| – | -$63.8K | -1,416 | Closed |
|
|
LWANC
156
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$63.5K | -1,410 | Closed |
|
|
PA
157
PSI Advisors
Tampa,
Florida
| – | -$44.2K | -982 | Closed |
|
|
MG
158
Mather Group
Chicago,
Illinois
| – | -$39.9K | -886 | Closed |
|
|
NWM
159
Nova Wealth Management
Bonita Springs,
Florida
| – | -$25 | -1 | Closed |
|
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.