iShares Morningstar Small-Cap Growth ETF
ISCG
167 hedge funds and large institutions have $610M invested in iShares Morningstar Small-Cap Growth ETF in 2026 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 14 closing their positions.
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
17% more capital invested
Capital invested by funds: $523M → $610M (+$86.9M)
4% more funds holding
Funds holding: 161 → 167 (+6)
2% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 56
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.27% less ownership
Funds ownership: 61.77% → 60.5% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$7.87M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.98M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.5M |
| 4 |
GSC
G&S Capital
Denver,
Colorado
|
+$1.21M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$14.3M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$2.67M |
| 3 |
VDC
Van Diest Capital
Poly City,
Iowa
|
-$1.18M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$924K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$834K |
ISCG Hedge Fund Activity: Q2 2026 in Review
167 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q2 2026, worth a combined $610M — up 17% from $523M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ISCG positions and 14 closed out — a net gain of 10 holders — while 57 added to existing stakes and 56 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $7.87M. The largest seller was Systelligence LLC, exiting entirely with an estimated $14.3M sold.
- 167 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q2 2026, up from 161 in Q1 2026.
- Funds reported $610M of iShares Morningstar Small-Cap Growth ETF stock for Q2 2026, up 17% quarter-over-quarter.
- 24 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q2 2026 and 14 closed out, a net change of +10 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q2 2026 was EP Wealth Advisors, an estimated $7.87M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q2 2026 was Systelligence LLC, an estimated $14.3M sold.
Based on aggregated 13F filings for Q2 2026.