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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
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$54.2M -$165K -3,169 -0.3%
JP Morgan Chase
2
JP Morgan Chase
New York
$44.7M -$6.53M -125,236 -13%
LPL Financial
3
LPL Financial
California
$28M +$4.19M +80,338 +18%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$26.6M -$5.74K -110 -0%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$21.6M +$18.5M +355,268 +852%
RW
6
Rockport Wealth
Ohio
$17.6M +$26.9K +515 +0.2%
GFA
7
Gallagher Fiduciary Advisors
Illinois
$16.4M +$95.3K +1,828 +0.6%
AI
8
Atria Investments
North Carolina
$16.2M +$118K +2,272 +0.8%
Bank of America
9
Bank of America
North Carolina
$14.1M -$4.44M -85,167 -25%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$13.2M -$1.15M -22,045 -8%
Morgan Stanley
11
Morgan Stanley
New York
$12.8M -$943K -18,092 -7%
BDF
12
Black Diamond Financial
Maryland
$10.3M +$4.35M +83,462 +78%
MTC
13
Matrix Trust Company
Colorado
$9.6M +$488K +9,360 +6%
SCM
14
Steele Capital Management
Iowa
$9.6M +$488K +9,360 +6%
UBS Group
15
UBS Group
Switzerland
$8.78M +$2.86M +54,800 +51%
Wells Fargo
16
Wells Fargo
California
$8.38M +$151K +2,892 +2%
OWM
17
Opes Wealth Management
California
$6.95M +$49.2K +944 +0.7%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$6.82M +$6.54M +125,508 New
Raymond James Financial
19
Raymond James Financial
Florida
$6.46M +$68.7K +1,317 +1%
Ameriprise
20
Ameriprise
Minnesota
$6.19M +$317K +6,079 +6%
IAG
21
Ipsen Advisor Group
Arkansas
$6.14M +$47K +901 +0.8%
NAMNJ
22
NorthStar Asset Management (New Jersey)
New Jersey
$5.1M +$138K +2,648 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.54M +$9.23K +177 +0.2%
CAC
24
Certified Advisory Corp
Florida
$4.05M +$68.2K +1,308 +2%
IWP
25
IAG Wealth Partners
Wisconsin
$3.96M +$185K +3,551 +5%

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.