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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

137 hedge funds and large institutions have $390M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
49
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$82.1M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.8M
4
UBS Group
4
UBS Group
Switzerland
$4.64M
5
Jane Street
5
Jane Street
New York
$1.73M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$149K
2
Bank of America
2
Bank of America
North Carolina
$16.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$47.8M
4
Wells Fargo
4
Wells Fargo
California
$6.35M
5
TPCW
5
TD Private Client Wealth
New York
$316K
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$82.1M +$61.8M +1,370,872 +303%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$47.8M -$1.15M -25,550 -2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$21M +$1.19M +26,463 +6%
AAS
4
Avantax Advisory Services
Texas
$18M +$201K +4,461 +1%
LPL Financial
5
LPL Financial
California
$17.9M +$355K +7,873 +2%
Bank of America
6
Bank of America
North Carolina
$16.7M -$1.86M -41,340 -10%
Morgan Stanley
7
Morgan Stanley
New York
$15.9M +$230K +5,103 +1%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$13.2M +$5.84M +129,607 +79%
GFA
9
Gallagher Fiduciary Advisors
Illinois
$12.9M +$187K +4,157 +1%
AI
10
Atria Investments
North Carolina
$12.8M +$167K +3,701 +1%
MTC
11
Matrix Trust Company
Colorado
$7.45M -$20.3K -451 -0.3%
SCM
12
Steele Capital Management
Iowa
$7.45M -$20.3K -451 -0.3%
BDF
13
Black Diamond Financial
Maryland
$6.46M -$311K -6,906 -5%
Wells Fargo
14
Wells Fargo
California
$6.35M -$1.09M -24,100 -15%
OWM
15
Opes Wealth Management
California
$5.32M +$619K +13,739 +13%
Raymond James Financial
16
Raymond James Financial
Florida
$5.28M +$56.8K +1,260 +1%
Ameriprise
17
Ameriprise
Minnesota
$4.97M +$84.4K +1,872 +2%
IAG
18
Ipsen Advisor Group
Arkansas
$4.91M +$84.4K +1,874 +2%
UBS Group
19
UBS Group
Switzerland
$4.64M +$1.58M +35,075 +52%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.53M +$172K +3,817 +4%
NAMNJ
21
NorthStar Asset Management (New Jersey)
New Jersey
$3.9M +$258K +5,725 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.77M +$250K +5,559 +7%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.64M -$33.4K -741 -0.9%
IWP
24
IAG Wealth Partners
Wisconsin
$3.37M +$159K +3,537 +5%
CAC
25
Certified Advisory Corp
Florida
$3.29M -$64.7K -1,436 -2%
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