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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.

New
Increased
Maintained
Reduced
Closed
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 %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$49.8M -$40.9M -821,949 -45%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$47.2M -$5.65M -113,558 -11%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.4M +$1.26M +25,362 +5%
LPL Financial
4
LPL Financial
California
$21.6M +$1.9M +38,089 +10%
AAS
5
Avantax Advisory Services
Texas
$18.8M -$1.02M -20,546 -5%
Bank of America
6
Bank of America
North Carolina
$17.2M -$1.32M -26,626 -7%
RW
7
Rockport Wealth
Ohio
$16.1M +$16.1M +324,071 New
GFA
8
Gallagher Fiduciary Advisors
Illinois
$14.9M +$695K +13,957 +5%
AI
9
Atria Investments
North Carolina
$14.7M +$613K +12,321 +4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$13.2M -$1.4M -28,163 -10%
Morgan Stanley
11
Morgan Stanley
New York
$12.6M -$4.93M -99,093 -28%
MTC
12
Matrix Trust Company
Colorado
$8.33M +$106K +2,123 +1%
SCM
13
Steele Capital Management
Iowa
$8.33M +$106K +2,123 +1%
Wells Fargo
14
Wells Fargo
California
$7.53M +$514K +10,328 +7%
OWM
15
Opes Wealth Management
California
$6.32M +$441K +8,869 +8%
Raymond James Financial
16
Raymond James Financial
Florida
$5.85M +$21.4K +430 +0.4%
IAG
17
Ipsen Advisor Group
Arkansas
$5.58M +$166K +3,334 +3%
Ameriprise
18
Ameriprise
Minnesota
$5.37M -$108K -2,180 -2%
BDF
19
Black Diamond Financial
Maryland
$5.32M -$1.81M -36,469 -25%
UBS Group
20
UBS Group
Switzerland
$5.31M +$188K +3,777 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.82M -$152K -3,074 -3%
NAMNJ
22
NorthStar Asset Management (New Jersey)
New Jersey
$4.54M +$230K +4,617 +5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.15M -$11.2K -226 -0.3%
CAC
24
Certified Advisory Corp
Florida
$3.65M +$14.6K +294 +0.4%
IWP
25
IAG Wealth Partners
Wisconsin
$3.45M -$278K -5,585 -7%
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