iShares Morningstar Small-Cap Growth ETF
ISCG
156 hedge funds and large institutions have $494M invested in iShares Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
59% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 41
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
12% more capital invested
Capital invested by funds: $443M → $494M (+$51.7M)
5% more funds holding
Funds holding: 149 → 156 (+7)
2.18% more ownership
Funds ownership: 59.04% → 61.22% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$30.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.93M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$3.5M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.66M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
-$17.6M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.43M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$1.35M |
| 4 |
Morgan Stanley
New York
|
-$1.09M |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$1.04M |
ISCG Hedge Fund Activity: Q4 2025 in Review
156 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2025, worth a combined $494M — up 12% from $443M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ISCG positions and 11 closed out — a net gain of 8 holders — while 65 added to existing stakes and 41 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $30.3M. The largest seller was Rockport Wealth, exiting entirely with an estimated $17.6M sold.
- 156 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2025, up from 149 in Q3 2025.
- Funds reported $494M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2025, up 12% quarter-over-quarter.
- 19 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2025 and 11 closed out, a net change of +8 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2025 was Osaic Holdings, an estimated $30.3M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2025 was Rockport Wealth, an estimated $17.6M sold.
Based on aggregated 13F filings for Q4 2025.