Who Owns ISCG?
iShares Morningstar Small-Cap Growth ETF — Institutional Ownership & 13F Holdings
$60.12
+0.92 (+1.55%)
Market Cap
$936.0M
Shares Outstanding
14,070,815
Institutional Holders
135
Total Inst. Value
$312.0M
% of Float Held
—
QoQ Holder Change
+35
Institutional data as of Q1 2025
New Positions
25
Closed Positions
9
Increased
45
Decreased
34
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Focus Partners Wealth | $82.1M | 1,823,354 |
| 2 | JPMORGAN CHASE & CO | $47.8M | 1,061,866 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.0M | 465,332 |
| 4 | BANK OF AMERICA CORP /DE/ | $16.7M | 371,435 |
| 5 | MORGAN STANLEY | $15.9M | 353,061 |
| 6 | Gallagher Fiduciary Advisors, LLC | $12.9M | 285,753 |
| 7 | Matrix Trust CoNew | $7.4M | 165,300 |
| 8 | Black Diamond Financial, LLC | $6.5M | 143,342 |
| 9 | WELLS FARGO & COMPANY/MN | $6.4M | 141,042 |
| 10 | Opes Wealth Management LLC | $5.3M | 118,200 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Focus Partners Wealth | +1.4M | $82.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +26K | $21.0M |
| MORGAN STANLEY | +5K | $15.9M |
| Gallagher Fiduciary Advisors, LLC | +4K | $12.9M |
| Matrix Trust CoNew | +165K | $7.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -41K | $16.7M |
| JPMORGAN CHASE & CO | -26K | $47.8M |
| WELLS FARGO & COMPANY/MN | -24K | $6.4M |
| TD PRIVATE CLIENT WEALTH LLC | -9K | $316K |
| ENVESTNET ASSET MANAGEMENT INC | -9K | $1K |
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Frequently Asked Questions
How many institutional investors hold ISCG?
As of Q1 2025, 135 institutional investors report holding ISCG (iShares Morningstar Small-Cap Growth ETF) in their 13F filings.
Which hedge fund owns the most ISCG?
The largest institutional holder of ISCG is Focus Partners Wealth with $82.1M in shares.
Are institutions buying or selling ISCG?
This quarter, 25 institutions opened new positions in ISCG and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.