iShares Morningstar Small-Cap Growth ETF
ISCG
160 hedge funds and large institutions have $523M invested in iShares Morningstar Small-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 15 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 45
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more capital invested
Capital invested by funds: $494M → $523M (+$28.7M)
3% more funds holding
Funds holding: 156 → 160 (+4)
0.55% more ownership
Funds ownership: 61.22% → 61.77% (+0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$15M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$14.9M |
| 3 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
+$6.31M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.97M |
| 5 |
ACM
Anfield Capital Management
Irvine,
California
|
+$5.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$12.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.88M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.51M |
| 4 |
Goldman Sachs
New York
|
-$1.96M |
| 5 |
BDF
Black Diamond Financial
Towson,
Maryland
|
-$1.94M |
ISCG Hedge Fund Activity: Q1 2026 in Review
160 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q1 2026, worth a combined $523M — up 5.8% from $494M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ISCG positions and 15 closed out — a net gain of 8 holders — while 70 added to existing stakes and 45 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $15M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $12.4M.
- 160 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q1 2026, up from 156 in Q4 2025.
- Funds reported $523M of iShares Morningstar Small-Cap Growth ETF stock for Q1 2026, up 5.8% quarter-over-quarter.
- 23 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q1 2026 and 15 closed out, a net change of +8 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q1 2026 was Systelligence LLC, an estimated $15M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q1 2026 was Carson Wealth (CWM LLC), an estimated $12.4M sold.
Based on aggregated 13F filings for Q1 2026.